About Partners Contact Client Portal
LinkedIn Twitter
Services Industries Insights & Events Careers & Culture

Services

RubinBrown specializes in providing a comprehensive range of services to meet business and personal needs. Whether you require expert tax, strategic business consulting, audit services or more, RubinBrown's team of experienced professionals are here to support you.

View All Our Services
Assurance Services
Benefit Plan Audit Services Public Company Services SOC Examinations, IT Audit, & Third-Party Risk
Consulting Services
Business Process Improvement Services Business Restructuring & Bankruptcy Services Cyber Security Services Environmental, Social and Governance Services ERP & Enterprise Software Advisory Fraud & Forensics SOC Examinations, IT Audit, & Third-Party Risk Information Technology Services Litigation Services Mergers & Acquisitions Services Risk & Internal Audit Services Valuation Services
Entrepreneurial Services
Outsourced Accounting & Advisory Services
Tax Services
Federal Tax Services Private Client Services Credits & Incentives Services State & Local Tax Services
RubinBrown Advisors RubinBrown Corporate Finance

Industries

At RubinBrown, we bring experience across a range of industries. Our experience enables our professionals to offer tailored solutions catering to the intricacies of each sector. Our professionals have years of focused engagement and skills, allowing them to navigate industry-specific challenges to benefit our clients.

View All Our Industries
Colleges & Universities Construction Gaming Healthcare Law Firms Life Sciences & Technology Manufacturing & Distribution Not-For-Profit Private Equity Public Sector Real Estate Transportation & Dealerships

Insights & Events

At RubinBrown, we provide valuable insights detailing emerging trends and industry-specific information. Our events, hosted virtually and in-person, keep you informed and connected to the topics and industries that matter most to you and your organization.

View All Insights & Events
Jun 11

RubinBrown’s Leveraging Technology for Business Success

Learn More & Register
Jun 17

RubinBrown’s Rural Health Webinar Series

Learn More & Register

RubinBrown Sports Betting Index: March 2025 Analysis

Learn More

Tax Bill Watch 2025: Budget Resolution Compromise

Learn More

Careers & Culture

At RubinBrown, we are inspired team members, working as one firm, living our core values, and Being Our Best for Others while delivering totally satisfied clients. We invite you to learn more about the Firm's culture, the Be Your Best for Others mentality, and explore the available opportunities at RubinBrown.

Discover Our Culture
Baker Tilly International Campus Recruiting Diversity & Inclusion Experienced Recruiting RubinBrown Charitable Foundation Join The Team
Back to BPI Case Studies

Net Benefit of over $13M over 5 Years, New Product Strategy and Implementation

Contact Us

Net Benefit of over $13M over 5 Years, New Product Strategy and Implementation

Contact Us

Overview:

Insurance Product: Realignment and Relaunch - Serving more than 1 million members on the east coast, this insurance company offers health insurance products in every consumer segment as well as providing claims management support for other large payers in the industry. Due to a lack of competitive dental products in the fully insured and self-insured markets, the organization was limited in its growth potential. Leadership recognized an opportunity to better serve and grow its medical customer base and looked for options to improve its medical and dental product offerings through; extending ancillary services, simplifying administrative tasks (single bill), and improving member experience (single ID card).

Business Issues:

The current set of dental products available was not competitive within the market segments they were meant to serve or aligned to the overall organizational goals, did not meet the needs of the various member groups, and created confusion both in the marketplace and internally.  An opportunity existed to improve the employer and member experience when engaging with the organization and its physicians, respectively.

Actions:

  • Lead and execute two critical work streams that set the stage for a successful implementation
  • Generate a Pro Forma financial model to understand the revenue potential by division, balanced with the investment required to drive the capture of market share
  • Create a master implementation plan that sequences the key activities needed to be in place over the next 90 days

Results:

  • Generated momentum to a project that had struggled to gain traction
  • Created clarity in Revenue opportunities and investment costs required, to launch a competitive product and gain market share, showing a cumulative net benefit of $13M over 5 years
  • Enhanced understanding of internal and external growth drivers
  • Identified standard process opportunities to streamline the Large Group underwriting functions

Be Your Best for Others at RubinBrown

At RubinBrown, our firm fosters a culture built upon five vision points, and are guided by our philosophy of Being Our Best for Others. Discover how you can be your best at RubinBrown today by visiting our Careers & Culture Overview for available opportunities and more.

Discover Our Culture

Join Our Mailing List

RubinBrown periodically sends breaking regulatory updates, technical summaries, industry-specific information and event (in-person and virtual) invitations through electronic newsletters.

Sign Up for Our Communications
1-800-678-3134 Certified Public Accountants & Business Consultants

Ranked a Top 50 Accounting Firm by Inside Public Accounting

Firm News Disclaimers Privacy Policy Client Payment © 2025 RubinBrown LLP
RubinBrown Executive Recruiting RubinBrown Advisors RubinBrown Corporate Finance