Getting Started

Owen & Associates was established with a vision of bringing comprehensive employee benefit solutions customized to the needs of businesses. Our approach is customer-centred. We place our clients and their needs first.

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    We produce efficient and effective solutions to create distinction for clients and their workforce in order to attract and retain the best employees.

Deliver Quality

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    We believe in high touch.
    Health benefits, insurance, and retirement planning require direct individual attention. We build strong relationships with employers and employees by providing access every day and when it matters most. 

Providing High Touch Service

Four Pillars of Business
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    We apply individual
    and group solutions to the
    unique circumstances of the customer recognizing particularly the needs of the executive. We leverage technology and build systems to streamline administrative practices, save time and ensure
    greater accuracy.

Customization & Technology

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    We know our biggest
    strength is our people.
    Our team is comprised of industry professionals who continually develop their core competencies to build
    new tools and capabilities.
    We are cross specialized so
    that we act as a single
    point of contact.

Industry Expertise

Referral Based
National Clients
Insured Lives
Client Retention

Objective - Develop a framework for:

  • Understanding current needs and service issues and determine corrective course of action

  • Consistent deployment of subject matter expertise and thought leadership

  • Streamline operational and administrative processes for our clients

  • Address specific issues and ensure total stakeholder communication strategy

  • Discovery

    • Documentation
    • Compliance
    • Administration
    • Design
  • Analysis

    • Comparative Analysis
    • Plan Benchmarking
    • Opportunities / Risk Analysis
  • Strategy

    • Overall Optimization
    • Design & Culture Philosophy
    • Cost Containment
    • Communication
  • Communication

    • Feedback Mechanism
    • Language Preferences
    • Long-Term Modular Approach
  • Execution

    • One service team collaborating together
      to execute across all
      benefit needs

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