CMR + Policy Smart Launches New Easier-to-Use Website Offering One-Stop, Comprehensive Search and Comparisons

Christopher Roche

CMR & Associates  + PolicySmart® launches their interactive website PolicySmart®, an easy-to-navigate innovative and proven sourcing option. Access over 11,000 insurance/retirement broker specialists in 120 countries.  Millions of client program features, covering all industry sectors, are aggregated, distilled and compared. Offering digital self-service access, PolicySmart dramatically reduces internal sourcing time and expands effort by quickly pinpointing the best-in-class options.

Do you run a private equity firm, non-profit, private company, multi-national, or municipality? Are you in start-up mode, growing, established, expanding? If so, you know that sourcing a reliable and capable broker/vendor for insurance, retirement and HR support is critical to your success. You also know that the process can be painfully complicated and interminably long. Not anymore. 

"CMR & Associates was able to reduce our Group Benefit medical spend, portfolio-wide, by $2,500,000 with improved plan designs and servicing."

Timothy Hart, Partner, Aurora Capital

PolicySmart® is an easy-to-navigate and innovative sourcing option. Offering digital self-service access, PolicySmart  dramatically reduces internal sourcing time and effort by quickly pinpointing the best-in-class options. The system is so reliable that compensation is based on performance and paid by the client — not the industry.

The new CMR + PolicySmart ® website (www.cmr-associates.com) combines our robust sourcing tool with an information superstore. The CMR Database® is a proprietary information warehouse offering access to over 11,000 insurance/retirement broker specialists in 120 countries. Millions of client program features, covering all industry sectors, are aggregated, distilled and digitally compared.

With just a few clicks, you can anonymously benchmark and compare your current portfolio well beyond a localized level and receive feedback in 24 hours. Global benchmarking metrics and more inclusive market intelligence streamline market access. What’s more, you can now engage with leading industry thinkers.

In short, if you need analysis, comparison, or unbiased counsel for sourcing an expert broker/vendor for insurance, retirement and HR support, you won’t find a more comprehensive platform than PolicySmart anywhere in the world. A new portal to greater market access is now at your fingertips.

About the CMR Database

The CMR Database® is available through our website. It has been progressively expanded and enhanced since its creation in 1999. Since then, the database has saved clients over $120m in industry overcharges, identified gaps/duplications in plan designs, improved servicing and saved valuable internal time.

Partner with a company that has a 95 percent success rate. Let CMR + PolicySmart® inform and guide your company with the best ways to improve your market position and drive operational improvement.

"One of America’s largest Home Health Care agencies engaged CMR & Associates to audit Property/Casualty coverages to correct coverage gaps and at the same time reduced annual spend by $1,000,000," said Donald Brown, Director, Visiting Nurse Service of New York.

"CMR & Associates was able to reduce our Group Benefit medical spend, portfolio-wide, by $2,500,000 with improved plan designs and servicing," said Timothy Hart, Partner, Aurora Capital.

About Christopher Roche, President & CEO 

Christopher Roche founded CMR & Associates in 1999, motivated by his experiences as an insurance broker for Marsh Inc., the world’s leading insurance broker and risk advisor. His interactions with global CEOs and CFOs lent him extensive insight into the intricacies of purchasing large blocks of commercial insurance (Property/Liability/Group Benefits). Furthermore, he developed a working knowledge of the needs of CEOs and CFOs in securing and structuring Defined Benefit and Defined Contribution plans for their companies.

Chris soon realized that his clients’ reliance on national or local brokers and providers was resulting in large disparities in the cost and quality of insurance, with quantitative and qualitative outcomes varying between 10% and 40% based upon geographic entry point, market relationships and a particular broker’s expertise. In order to reconcile these inconsistencies, Chris conducted research in 120 countries, and compiled a detailed database of over 11,000 brokers, broker/dealers, specialists, and direct writers in the Property/Liability, Group Benefits, and Retirement disciplines.  

About CMR & Associates

Since 1999, CMR & Associates has offered innovative and creative solutions to leadership teams who are responsible for commercial insurance and retirement programs. Acting in a non-brokerage (do not sell product) outsourced procurement capacity, a variety of industries, both domestic and international, have successfully engaged CMR services.

The brainchild of Christopher Roche, CMR was conceived as a strategic vision to expand market access for commercial clients constrained by traditional industry boundaries and improve upon an outdated supply chain. Drawing on his experiences as a broker himself, Chris invented The CMR Database®. CFOs, CEOs, HR Managers, Procurement Managers and Business Owners no longer need to evaluate plans through the confines of limited market access, time-consuming interviews with brokers/vendors, complicated contractual terminology or deal with any last-minute vendor proposals. For more information, visit us at www.cmr-associates.com or call (877) 447-4301.

Media Contact: 
Vince Chen
Phone: 212.447.4300
Email: [email protected]

Source: CMR & Associates

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Tags: casualty insurance, finance, group benefits, health insurance, insurance, private equity, property insurance


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Since 1999, CMR & Associates has offered innovative and creative solutions to leadership teams who are responsible for commercial insurance and retirement programs.

Christopher Roche
President & CEO, CMR & Associates
CMR & Associates
445 Park Avenue (9th Floor)
New York, NY 10022
United States