Virtus Blog

The Benefits Team at Virtus: Saving a Client $300K and Going the Extra Mile

At Virtus, our Benefits Team is more than just a service provider—we’re strategic partners dedicated to delivering real results for our clients. Whether it's securing six-figure savings during plan renewals or stepping in during unexpected challenges, we go beyond the expected to ensure every client and their employees are supported, protected, and set up for success. Here are a few of our wins:

Renewal Success: Six-figure Savings & Smarter Coverage

We helped a client transition from a Captive plan to a fully insured BCBS of Texas plan, resulting in approximately $300,000 in savings and a 30% increase in enrollment. Over the next two years, we negotiated rate reductions and flat renewals, avoiding major cost increases and securing multi-year rate guarantees with both BCBS TX and Guardian. 

Client Care in Action: Going the Extra Mile

A new client came to us with a critical claims issue involving a child’s brain surgery under a previous carrier. Though initially told the case was outside our scope, we escalated the issue and recovered several thousand dollars in overpaid claims, directly supporting the employee and their family.

Steadying the Ship: Support Through Sudden HR Turnover

When another client’s HR Director left suddenly just months before open enrollment, we stepped in with weekly meetings, virtual trainings, and hands-on portal support. Within weeks, they were fully operational and confident of a successful enrollment period.


These stories are just a glimpse into how the Benefits Team at Virtus shows up for our clients—proactively, personally, and with purpose. Whether you're navigating a complex renewal or facing an urgent issue, we're here to simplify the process and advocate for your best outcome. Let’s talk about how we can help you achieve more with your benefits strategy.