champions of an unmatched client experience We are experts dedicated to helping small and emerging businesses grow and thrive.
©HORAN 2021
Welcome to Better Innovation & Technology
Doing What's Best for Our Clients
Premier, Boutique Health Bene ts Consulting
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Client Tenure Industry Status Service Model
36% of clients have been with HORAN for over 10 years. Among top 100 bene t rms nationally; elite status with all major carriers. Among the 5% of insurance consultants whose structure is built around client retention.
A NOTE FROM JULIE
Why You Should Know Us We are an entrepreneurial team of consultants exclusively dedicated to the health and strength of small and emerging businesses like yours. We save you time, money, and stress, becoming part of your team, going to bat for you to navigate, negotiate, and manage your bene ts.
Fierce Independence Drives Neutrality This means that we don't just provide the next best thing or only the tried and true solution. After investigating the entire market, we deliver the innovations and plans based on analyzation to drive positive outcomes. Our Size is Your Advantage We are small business gurus. Our clients bene t from the same expertise and solutions available through national consultants but have direct access to high-touch service and client advocates only demonstrated by regional rms. Structured for Your Success We bring cohesive specialization. This means our team of trusted advisors working for you, outside as well as inside, to help your business grow and thrive. Measurement Daily Our teams track metrics centered around delighting clients. These “huddles” facilitate proactive communication and detailed project management to ensure an unmatched client experience. Powered by HORAN We support you with the full power of HORAN with expert services in health bene ts, wealth management, compliance, executive rewards, retirement planning and disability.
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Julie B. Highley, CBC JulieH@horanassoc.com President, HORAN Emerging Business Advisors
MOVE FASTER
DIG DEEPER
ANALYZE MORE
ENGAGE BETTER
BUILD STRONGER
The HORAN Way: HORAN's 27 Fundamental Values At HORAN, we’ve been protecting people’s futures for over 70 years. Through all those years, we’ve been guided by ve core values: integrity, commitment, accountability, corporate social responsibility and innovation. But what do those values mean in action? The 27 Fundamentals describe how we live those values each and every day. They’re what set us apart and what make us leaders in our eld. We call this The HORAN Way.
1. Do What's Best for the Client.
2. Do the Right Thing, Always.
3. Make Quality Personal.
4. Deliver Legendary Service.
5. Find a Way.
6. Honor Commitments.
7. Practice Blameless ProblemSolving.
8. Get Clear on Expectations.
9. Be a Fanatic about Response Time.
T H E H O R A N WAY : H O R A N ' S 2 7 F U N DA M E NTA L VA LU E S
10. Check the Ego at the Door.
19. Invest in Relationships.
11. Go the Extra Mile.
20. When in Doubt, Communicate Personally.
12. Listen Generously.
21. Use Data to Make Decisions.
13. Speak Straight.
22. Think and Act Like a HORAN Owner.
14. Be Relentless About Improvement.
23. Embrace Growth.
15. Collaborate.
24. Celebrate Success.
16. Be Positive.
25. Be a Brand Ambassador.
17. Communicate to Be Understood.
26. Give Back. Pay it Forward.
18. Be Curious.
27. Keep Things Fun.
By-The-Numbers
73
600+
years of providing legendary service to both our local and national clients.
companies look to HORAN for guidance on their employee bene ts strategies.
300,000
48
individuals depend on HORAN for their Health, Wealth & Life needs.
HORAN is extremely proud to serve clients in 48 states.
READY TO HEAD IN A NEW DIRECTION? www.horanassoc.com / 800.544.8306