A Broker-Friendly TPA
That Helps You Win and Retain Clients
You need a partner who makes you stronger in front of your clients, not one who competes for the relationship.
Custom Design Benefits is an independent, broker-aligned TPA that works through you to help employers control costs, improve plan performance, and stay with you year after year.
We support employers domiciled in Ohio, Kentucky, and Indiana, while serving members across nearly every state. You can grow locally without limits on where your clients operate.
We help protect your commissions, improve client retention, and position you to win more business with solutions that perform.
We Work Through Brokers. Always.
Your client relationship stays yours. We do not quote around you, market against you, or insert ourselves between you and your groups.
You remain the advisor. We support you with the strategy, tools, and execution needed to deliver better outcomes.
When you bring us in, you gain a partner focused on helping you win the case, retain the client, and grow your book.
A Broker-Aligned Model That Drives Growth
We are structured to support brokers at every stage, from prospecting to renewal.
Co-selling support for finalist meetings and strategy discussions so you can present with confidence
Proposal modeling that clearly shows cost impact and plan performance
Ongoing reporting that helps you lead stronger client conversations
Renewal strategy built on real data, helping reduce surprises and improve predictability
This approach helps stabilize your book, protect revenue, and make renewals easier to navigate.
Solutions That Help You Stand Out in Competitive Situations
You need more than a standard TPA offering. You need a story that wins.
CDB brings together plan administration, cost control, and member support in a way that helps you differentiate in finalist meetings and renewal conversations.
Self-funded plan administration that gives employers visibility into spend and gives you more control in plan design.
TrueCost reference-based pricing that allows you to present a clear alternative to traditional networks.
Pharmacy strategies that reduce unnecessary spend and strengthen your financial story.
Member advocacy that improves the experience and reduces friction during claims.
Built for Large and Complex Groups
CDB supports employers of all sizes, including large and complex organizations that require a higher level of coordination.
We work with multi-location employers, varied plan designs, and groups with members across multiple states. Our team handles the operational demands while keeping communication clear and responsive.
A regional broker recently retained a 300-life group after implementing a CDB strategy that reduced total plan costs by 18 percent in the first year while maintaining the member experience.
You can confidently bring us into larger opportunities knowing the execution will match the strategy.
Regional Strength with National Reach
We understand the employer landscape across Ohio, Kentucky, and Indiana and how benefits decisions are made in this market.
That local knowledge shows up in how we structure plans, support employers, and respond quickly when issues arise. At the same time, we support members in nearly every state, so your clients are not limited as they grow.
Unlike national TPAs, our team stays accessible, decisions are made quickly, and support remains consistent.
Support That Reflects Well on You
Your clients judge you by how their plan performs and how issues are handled. Our in-house teams provide responsive, consistent support that reinforces your role as their trusted advisor.
Claims are processed accurately and on time.
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Members speak with real people who resolve issues.
Clinical and advocacy teams step in when cases become complex.
That level of support helps reduce friction, improve satisfaction, and strengthen long-term client relationships.
Proof That It Works
Employers working with CDB often reduce total health plan costs by 15 to 20 percent while maintaining a strong member experience. More importantly, brokers keep those clients year after year.
CDB has supported broker partners since 1991, with a consistent focus on performance, transparency, and long-term relationships.
“CDB helped us bring a new level of transparency to our clients. We are winning more business and seeing stronger retention because the results are clear and repeatable.”
— Broker Partner
Clear Answers for Brokers
No. We are a broker-first TPA. We work through brokers and do not pursue direct-to-employer relationships that create conflict.
We support standard broker compensation structures and work transparently with you to ensure alignment and stability over time.
We provide detailed reporting, plan performance analysis, and strategic recommendations so you can lead a confident, data-backed renewal conversation with fewer surprises.
Let’s Build Something That Wins
If you are looking for a TPA that helps you differentiate, retain clients, and grow your book, we should talk.
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