Our MINDFUL Methodology™

For the last 20 years, we have changed many of our client’s “What if’s” into “We did”. Read our case studies here.

Using our Proprietary Mindful Methodology™, we first perform our Wholistic Mindful Analysis. No need to worry, we only need a few hours of our client’s time.  We do all the work.

Once we finish our evaluation, our clients can expect some innovative ideas and recommendations.  This is where our magic happens.

Next, we develop the implementation plan.  Our goal is simple. We wish to enhance our clients services, increase their revenue and decrease their administration costs, all without disrupting their  everyday business.

In the end, we may restructure our clients business, reclassify their worker’s comp codes or realign assets… each client has a different difficulties, needs and a different “What If”.

This is why our Mindful Methodology™ works. Let us take your “What If” and make it into your  “We did”.


Limited Time Investment Needed

In order to present Tailored Innovative Solutions, we first need to conduct our Wholistic Mindful Analysis.  Know that your time investment is extremely limited.  Each client can expect an average personal time investment of only a few hours, we’ll do the rest.

You will also need to put together some documents for us, such copies of your insurance declaration page, your worker’s compensation class codes used and some information regarding your benefits.

The Wholistic Mindful Analysis process takes an average of two weeks to be completed.

Our Proprietary Mindful
Methodology ™

Wholistic MINDFUL Analysis

We review, the goals and risks of the organization, what’s in place, the corporate structure and its assets.

Our Innovative Recommendations

We offer innovative recommendations tailored to your organization.

Implementation of Tailored Solutions

We put in place products and services that enhance and your increase services to meet community needs.

Our Transparent Review

We regularly review our products and services to tailor the best at all times.

Annual Performance Report

We stay ahead of all new that is available and update regularly our service offering.

Request a FREE WHOLISTIC ANALYSIS. Transform your “What If” into “We Did!”.


    Laura Sunday

    Telehealth is a blessing! As an employer, I highly recommend it.

    Jay Rogina

    We saved $160K in 2 years. Unbelievable.

    Jeff Irvin

    We value their creativity and approach!

    Shawn Harrison

    "Best Broker I have worked with in my 17 years in business!"

    Allen Gallaway

    "I love them. Whenever I have a problem, they always answer fast."

    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!"

    Alison Tudor

    "They increased our operating budget by $85,000 by restructuring us."

    Brian Heese

    "We have been a client for 7 years and new solutions are presented every year!"

    Robert Sanger

    "Mindful Insurance is innovative and highly experienced with nonprofits."