Contact Tailored Benefits Menu

broker headshot

Jeffrey Rosen

President

Phone: 415-974-1114
jdr@tailoredbenefits.com

Tailored Benefits is one of the premier employee benefit consulting firms in Northern California. With leading-edge technology, we are able to obtain meaningful information that helps us evaluate cost drivers and trends. We work to evaluate the impact of various plan management initiatives and to forecast the impact of future plan changes. Our founder previously worked for over a decade as a licensed attorney in San Francisco, Silicon Valley and Taiwan.

Tailored Benefits, as your benefits advisor, will provide high level strategy, analysis and advocacy on your behalf. Our services include, at no cost to the client, the nationally acclaimed Maxwell Health’s online benefits portal which provides a comprehensive online benefits functionality as well as an HR consulting solution through ThinkHR. Tailored Benefits will insure that the implemented solutions support your broader business goals. The most important capability we bring to your company is an uncompromising commitment to world class customer service.



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Employee Benefits, Simplified.

Technology to take you paperless

A beautiful dashboard gives you a real-time view of employees during open enrollment, and paperless form-signing means no more printing and scanning. Task management and notifications make QLEs a breeze. You can even send bulk emails, save email templates, and track open and click-through rates with Maxwell’s built-in communication tools.

Awesome experience for your employees.

Maxwell’s benefits enrollment process feels more like the online retail experiences employee are used to. This saves them time and energy when choosing benefits, increases participation in the valuable benefits you offer, and creates a simpler, more positive experience during annual open enrollment and benefits changes throughout the year.

Trusted, localized benefits expertise

Alongside Maxwell’s technology, we bring unrivaled experience and expertise that’s tailored to you. It’s important to have a benefits professional that truly understands your company’s population, market, and other unique factors, as well as plan design and ACA compliance. Anything less is a serious liability for your business.

Keeping your people healthy and happy year-round

We provide the only platform that takes care of your employees every day of the year – not just the day they onboard and enroll in benefits. Maxwell’s mobile app provides 24/7 access to benefits information, a turnkey wellness program that streams in data from popular fitness devices, and streamlined integrations with wellness and lifestyle products to help you reduce out-of-pocket costs and make on-demand health decisions.

Technology to take you paperless

A beautiful dashboard gives you a real-time view of employees during open enrollment, and paperless form-signing means no more printing and scanning. Task management and notifications make QLEs a breeze. You can even send bulk emails, save email templates, and track open and click-through rates with Maxwell’s built-in communication tools.

Awesome experience for your employees.

Maxwell’s benefits enrollment process feels more like the online retail experiences employee are used to. This saves them time and energy when choosing benefits, increases participation in the valuable benefits you offer, and creates a simpler, more positive experience during annual open enrollment and benefits changes throughout the year.

Trusted, localized benefits expertise

Alongside Maxwell’s technology, we bring unrivaled experience and expertise that’s tailored to you. It’s important to have a benefits professional that truly understands your company’s population, market, and other unique factors, as well as plan design and ACA compliance. Anything less is a serious liability for your business.

Keeping your people healthy and happy year-round

We provide the only platform that takes care of your employees every day of the year — not just the day they onboard and enroll in benefits. Maxwell’s mobile app provides 24/7 access to benefits information, a turnkey wellness program that streams in data from popular fitness devices, and streamlined integrations with wellness and lifestyle products to help you reduce out-of-pocket costs and make on-demand health decisions.