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Legacy Consulting Agencies

Case Studies

A Top Chicago Restaurant

A 3 location restaurant in Chicago with high turnover, typical in the industry, was struggling. They did not have an HR department, only an administrator who was untrained in HR and compliance...

Telecommunications Company

We met with a telecommunications company's HR executive and discovered some problems in compliance. We found they had not completed their ACA Report, which would have prompted an audit. They were letting their employees drop their pre-tax major medical plans mid-plan year...

Printing Industry

A Los Angeles-based printing company grew to nearly 30 employees and wanted to offer traditional group health insurance to attract the best talent. Many of the younger employees wanted a less expensive healthcare option so they could put money into a savings or investment instrument, though the company didn't want to pay for a 401k plan...

Manufacturing Industry

A steel foundry had a department that figured out the worker's comp game. When employees were hurt over the weekend they would come to work on Monday and pretend to slip and fall, then would file a work comp claim fraudulently to receive benefits...

Software Company

Working with a Fortune 500 Software company through an up-market broker client, we found a common gap in their coverage. When an employee experiences a major illness like, cancer, heart attack, or stroke the average out-of-pocket costs rise to almost $30k...

Staffing Agency

We were approached by a staffing agency that wanted to be more competitive against other agencies. They worked primarily in the tech industry and needed a more competitive benefit package to attract employees as well as appear more competitive to potential clients. The challenge of having uniformed benefits and...

50+ Years of Experience in Small Businesses

At Legacy Agencies, we stand firmly behind our convictions, fueled by a deep commitment to empowering small and medium sized businesses to reshaping the healthcare landscape. Our beliefs serve as the guiding principles that drive our mission and define our unique approach.