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.

ICONOS Employee Benefits

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.
ICONOS Human Capital Management

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.
ICONOS Risk Management

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.
ICONOS Group Retirement Planning

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:

Logo unitedhealthcare
apl logo
transamerica logo
Colonial Life Logo
Logo-florida-blue
Aetna Logo PNG Transparent 2 300x87 1

Why
Financial
Designs?

Here are a few kind words from our happy customers!

Financial Designs
4.9
Based on 241 reviews
powered by Google
Adelmary SalgueiroAdelmary Salgueiro
15:14 22 Mar 23
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.
Arturo HernandezArturo Hernandez
22:35 30 Jan 23
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!
Claudia CarrilloClaudia Carrillo
19:06 26 Jan 23
Everyone at Financial Designs goes beyond and above !! They treat us like family and always look for better ways to serve us.
Joanne GuarenteJoanne Guarente
20:50 29 Dec 22
Karen and the entire staff are very friendly and efficient. Great insurance company who always wants to please. I would highly recommend them.
Allyson TuftsAllyson Tufts
17:50 09 Sep 22
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!
Carol ValoyCarol Valoy
15:58 26 Apr 22
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.
David DorerDavid Dorer
20:45 09 Mar 22
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.
Elizabeth YagerElizabeth Yager
23:37 02 Feb 22
They are very knowledgeable and friendly. My questions are always answered in a timely fashion.
Julio PumariegaJulio Pumariega
12:37 08 Jan 22
Excellent Customer Service Quick responses to issues Highly recommend this company .
Adelmary SalgueiroAdelmary Salgueiro
15:14 22 Mar 23
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.
Arturo HernandezArturo Hernandez
22:35 30 Jan 23
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!
Claudia CarrilloClaudia Carrillo
19:06 26 Jan 23
Everyone at Financial Designs goes beyond and above !! They treat us like family and always look for better ways to serve us.
Joanne GuarenteJoanne Guarente
20:50 29 Dec 22
Karen and the entire staff are very friendly and efficient. Great insurance company who always wants to please. I would highly recommend them.
Allyson TuftsAllyson Tufts
17:50 09 Sep 22
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!
Carol ValoyCarol Valoy
15:58 26 Apr 22
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.
David DorerDavid Dorer
20:45 09 Mar 22
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.
Elizabeth YagerElizabeth Yager
23:37 02 Feb 22
They are very knowledgeable and friendly. My questions are always answered in a timely fashion.
Julio PumariegaJulio Pumariega
12:37 08 Jan 22
Excellent Customer Service Quick responses to issues Highly recommend this company .
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Ready to Simplify Your Business?

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Request for Information

Whether you are interested in our employee benefits services or you just want to make sure you aren’t overpaying for your current group insurance, we are ready to answer any questions you have. We look forward to speaking with you!

WHICH SERVICES ARE YOU INTERESTED IN FOR YOUR COMPANY?
I AM LOOKING TO OFFER HEALTH INSURANCE FOR A GROUP OF 10 PEOPLE OR MORE
HOW MANY EMPLOYEES DOES YOUR COMPANY HAVE?