Providing Employee Benefits & More
with a full-service concierge team included
We are dedicated to helping employers attract, retain, insure and support their hardworking team members.
We make the complicated simple
For over 30 years, we've made employee benefits simple
Financial Designs provides an all-in-one platform to support Florida businesses with their employee benefits and human resources needs. We’ve spent the last 30 years perfecting our systems and processes to enhance the employee experience for our clients. We integrate, streamline, and leverage cutting-edge technology platforms to optimize the working experience for you and your employees. If that sounds like the dream, let’s connect to see how we can help you build a better business.
Employee Benefits
Your company deserves an employee benefits partner that is on your side. Our experts will get to know your company so they can provide a fully customized benefits package that meets your needs and budget. Whether you have 10 or 500 employees, our goal is to keep both your team and your financials happy.
Human Capital Management
Your time is valuable, and so is your team's. Let us help you implement cutting-edge technology and automated systems to save time, relieve pressure, and refocus your employees on the tasks that matter. Our experts' insight will guide you to create more efficient processes that increase your bottom line.
Risk Management
Everyone has a right to feel safe at work. No matter which industry your business is in, it's crucial to be proactive in managing safety and claims. Our team will help you avoid costly penalties, keep your insurance rates low, and protect your employees so you can provide a happy, healthy, and safe working environment for years to come.
Group Retirement Planning
A generous retirement plan will help your employees see a future with your company. Your business will benefit from increased retention and team morale. However, we know that retirement plans can be confusing. Our experts are ready to help you choose the best plan to “WOW” your team and keep your superstar employees on board.
Financial Designs Statistics
95%
client renewal rate each year
7K+
employees receiving 5-star service
700+
companies satisfied with our service
$1.7M+
saved for our clients by our claims concierge team each year
8.5K+
claims incidents solved for our clients (which translates to 42,500 hours each year)
75%
of our tickets are so simple that our concierge teams can solve them instantly
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95%
client renewal rate each year
7K+
employees receiving 5-star service
700+
companies satisfied with our service
$1.7M+
saved for our clients by our claims concierge team each year
75%
of our tickets are so simple that our concierge teams can solve them instantly
8.5K+
claims incidents solved for our clients (which translates to 42,500 hours each year)
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We are the preferred broker of many established carriers, including:
Why
Financial
Designs?
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We offer a variety of benefits packages that are customized to include everything from health insurance to ancillary products (dental, vision, disability, life insurance) based on your employees’ needs. -
Our team will sit with administrators to understand benefit goals, including budget and employee demographics to ensure a customized benefits package that fits the needs of both the employer and employee. -
We provide cutting-edge technologies that automate routine activities that help reduce costs by allowing your HR team to focus on long-term goals. -
Our bilingual concierge staff is there for your employees every step of the way. Whether it’s needing a new ID card or questions regarding claims, your employees will never have to call a 1-800 number. -
All our team needs from you is a benefit decision. From there, we will handle everything from enrollment to integration to the servicing of the account year-round. -
Our goal is always to make the complicated, simple. So rest assured, every step of the process will be just that, simple.
Here are a few kind words from our happy customers!
They are very efficient, empathic and put focus in the results.F.D team offer us the orientation and service that our employees really need. We appreciate this excellent support.
The assistance, due diligence, and professionalism I received from Financial Designs (Carrie) was amazing. They are true professionals who provide the absolute highest level of customer service and care for their customers. Few times in my life have dealt with a company that truly provides what they say they will provide. Excellent!
Everyone at Financial Designs goes beyond and above !! They treat us like family and always look for better ways to serve us.
Karen and the entire staff are very friendly and efficient. Great insurance company who always wants to please. I would highly recommend them.
Financial Designs has been fantastic to work with. From searching for better insurance plans to providing better HRIS options, they really do it all. I am so grateful that anytime I have an issue or concern I get a quick resolution. Jessica, Mercy, Nerlis, Jennifer, and Genir- I appreciate all of your hard work and help making every transition as smooth as possible. Thank you!
We have been with FDI for many years now, and they have been an amazing company to work with. All staff are wonderful, very efficient and helpful. I am speaking as property manager of Mystic Pointe as well as my personal needs from the company.
Extremely professional customer service. Claims and Service teams are available to handle and solve issues in a timely manner.
The staff at Financial Designs are outstanding. They set the standard in customer service and support. Really grateful for the high energy and quality assistance always available.
They are very knowledgeable and friendly. My questions are always answered in a timely fashion.
Excellent Customer Service Quick responses to issues Highly recommend this company .
They are very efficient, empathic and put focus in the results.F.D team offer us the orientation and service that our employees really need. We appreciate this excellent support.
The assistance, due diligence, and professionalism I received from Financial Designs (Carrie) was amazing. They are true professionals who provide the absolute highest level of customer service and care for their customers. Few times in my life have dealt with a company that truly provides what they say they will provide. Excellent!
Everyone at Financial Designs goes beyond and above !! They treat us like family and always look for better ways to serve us.
Karen and the entire staff are very friendly and efficient. Great insurance company who always wants to please. I would highly recommend them.
Financial Designs has been fantastic to work with. From searching for better insurance plans to providing better HRIS options, they really do it all. I am so grateful that anytime I have an issue or concern I get a quick resolution. Jessica, Mercy, Nerlis, Jennifer, and Genir- I appreciate all of your hard work and help making every transition as smooth as possible. Thank you!
We have been with FDI for many years now, and they have been an amazing company to work with. All staff are wonderful, very efficient and helpful. I am speaking as property manager of Mystic Pointe as well as my personal needs from the company.
Extremely professional customer service. Claims and Service teams are available to handle and solve issues in a timely manner.
The staff at Financial Designs are outstanding. They set the standard in customer service and support. Really grateful for the high energy and quality assistance always available.
They are very knowledgeable and friendly. My questions are always answered in a timely fashion.
Excellent Customer Service Quick responses to issues Highly recommend this company .
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