Our Approach

We formulate a strategy that is in-line with organizational culture and financial objectives.

About Birch

Philosophy & Approach

Consider us an extension of your human resources team. We start by getting to know you, from your company makeup and philosophy to your unique goals and challenges. Using our industry knowledge and connections, we design high-quality, fully compliant benefits solutions with built-in flexibility to allow for changing goals and circumstances.


As a valued client, you’ll hear from us throughout the year—not just at open enrollment time.


Total Rewards Approach

We use a wholistic approach to help you design your benefits strategy. With a strong emphasis on employee engagement and communications, we’re genuinely creating value for our clients.

Proprietary Employee Welcoming Experience

We are grateful when a customer decides to grow with Birch. We have designed a custom welcoming experience for you and your employees to convey our gratitude.


Concierge Approach

Our personal approach ensures the services we provide will add real value to you and your employees based on your company’s unique needs. While larger firms may sell services you may not need, we tailor the benefits to your organization while remaining flexible for future changes.

Carpenters Approach to Financial Management

While you don’t need to use every tool possible to control your health & welfare costs, it’s always handy to have them available and know which ones to use for what circumstances.


We’re Good At This

While we do have a tried and true process that has been honed over the years, the most important aspect of our approach is our flexibility.