"I love them. Whenever I have a problem, they always answer fast."
Our MINDFUL Methodology™
Turning “What If” Into “We Did” for Over 20 Years
For the past two decades, we have helped countless clients transform their “What if’s” into tangible achievements.
At the core of our success is our Proprietary Mindful Methodology™, which begins with a Wholistic Mindful Analysis. This process requires only a few hours of your time—we handle the rest.
Following our evaluation, we provide innovative insights and strategic recommendations. This is where our expertise shines.
Next, we develop a comprehensive implementation plan designed to enhance your services, increase revenue, and reduce administrative costs—all without disrupting daily operations.
Depending on your unique needs, our solutions may include business restructuring, worker’s compensation reclassification, or asset realignment. Every client faces different challenges, and we tailor our approach accordingly.
This is why our Mindful Methodology™ works—let us transform your “What if” into a confident “We did.”
Minimal Time Investment, Maximum Impact
To craft tailored, innovative solutions, we first conduct our Wholistic Mindful Analysis—requiring only a few hours of your time.
To get started, we’ll need:
- A copy of your insurance declaration page
- Your worker’s compensation class codes
- Basic details about your employee benefits
Our thorough analysis typically takes two weeks to complete, after which we present actionable, results-driven strategies to help you achieve your goals.
Let’s begin the journey from “What if” to “We did”—together.
Testimonials
Lakshmi Malroutu
"We can trust Mindful Insurance to advocate for us. They find the best solutions for us."
Matt Rogina
"We saved over $150,000 in two years!"
Robert Sanger
"Mindful Insurance is innovative and highly experienced with nonprofits."
Denyse Cardoza
"We saved $148,000 in 2 years with Mindful Insurance."
STEP 1: Our Wholistic Mindful Analysis
The Wholistic Analysis the starting point for all new clients. Our complete and thorough analysis of the organization begins by reviewing the goals, risks and structure of your organization. Then, we review what commodities, services and technology are in place. Next, we analyze all of these and evaluate the assets of the organization to ensure that the commodities are aligned with the organization to maximize its risk, costs, and well-being.
Learn More Request a Wholistic Mindful AnalysisThe time frame in which this takes place, depends on the size, financial strength, staff involvement, and goals of the organization. Our Proprietary process includes our wholistic assessment and it is tailored specifically for each client. It is not a quoting process, it is an in-depth review of what the possibilities are for the organization while mitigating risks.
STEP 2: Our Innovative Recommendations
Based on our Wholistic Mindful Analysis results, we create a set of tailored and innovative solutions customized to your organization. These are created with budgetary constraints and cost control measures in mind.
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Our solutions always impact the organization in a meaningful way; 1) By increasing the health of the organization ; 2) By reducing or controlling the costs of commodities for the long term of the organization; 3) By mitigating risk(s) of the organization ; 4) By maximizing and/or increasing the knowledge and systems of the organization and meaningful impact to your services.
STEP 3: Implementation of Mindful Strategies
Once our innovative tailored recommendations are approved, we implement these Mindful Strategies throughout your organization. Depending on each change, we may involve key personnel where applicable.
Learn More Request a Wholistic Mindful AnalysisWe are sensitive to the implementation and timeline and present a customized tailored gantt chart that express clear, concise, and measurable tasks to reach the outcome of the Our Innovative Recommendations. Whereby, each member of your leadership team understands their role, if any, during the implementation process. The gantt chart is a joint effort between the organization and our team.
STEP 4: Transparent Review
After the Mindful Strategies are implemented, we conduct a transparent review of our tailored commodities and services for your organization. We make adjustments that are key to reach the goals set in the Innovative Tailored Recommendations.
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We are proactive and watchful of new technologies and resources that may increase your capabilities, strengthen or enhance your services or the overall health of your organization. We practice continuous improvement through our transparent process of communication and services.
STEP 5: Annual Performance Report
In our Annual Performance Report, we review what we have accomplished over the last year. We may adjust our innovative recommendations and strategies based on results of the Performance Report or continue them as planned. We also may introduce new Innovative strategies for the upcoming year based on new laws, technologies, services and trends that can benefit the organization.
Learn More Request a Wholistic Mindful AnalysisThis is a time to reflect, engage and respond to the commodity market and future, as well as the current goals of the organization, including changes that may occur or have not yet occurred. It is also an in-depth look at what has been accomplished and the contribution value of services and commodities that have been provided. The Annual Performance Review will also include documented in-kind contribution values so the organization may utilize this as a match for grants or contracts.
Our Clients
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