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OFFICIAL PUBLICATION OF THE NEW CAR DEALERS OF SAN DIEGO

2024-2025 Pub. 13 Issue 1

Ask Alison: A Case Study — Simpson Automotive Group

I have been working with Alison McCallum and her dealer team since 2010. Her negotiation skills have allowed us to maintain our costs year after year. With her impressive results, we have been able to sustain our premiums and provide a high-level and affordable benefits package for our employees. 

— David Simpson, Owner

We have been with Alison and her dealer team at EPIC for over 14 years. Their negotiations with different health plan providers have managed to keep our medical rates the same as they were five years ago with no reduction in benefits. Alison and her team were careful to lay out all options so we could minimize the impact on employees and their current medical-provider relationships. Due to Alison and her team’s results, Simpson Automotive Group has been able to maintain the same company contribution for over 10 years while keeping medical premiums consistent and affordable for our employees.

In addition, Alison has negotiated premium/financial credits from the carriers in the tens of thousands for the Simpson Automotive Group. She is constantly looking at alternative funding and options to ensure we get the most competitive pricing. Several years ago, when changing carriers, the open enrollment process was not as smooth as we were accustomed to, and Alison was as disappointed as we were. When open enrollment came around the next year, the problem was solved; a new process was implemented, and it was smooth and efficient for our employees and reduced the workload on HR.

I recommend Alison and her team at EPIC without any reservations. 

— Richard Brown, CFO

I have been working with Alison and her dealer team for several years. Alison and her team implemented in-person, one-on-one benefit counselors to enroll and educate our employees. This not only helps our employees understand their benefits and options but also helps them understand the value of the benefits Simpson Automotive Group provides. In addition, it helps HR by reducing our load, the time spent during open enrollment, and time educating new hires throughout the year.

Nancy Cantos and my EPIC team keep me up to date with compliance mandates such as preparing Medicare Part D Notices and ACA annual employee notices or 5500’s. If I have more complex or non-benefit questions, I feel confident knowing I have access to EPIC’s resources such as their compliance team and ERISA attorneys. 

— Madison Diesel, Human Resources

If you would like more information or a benefit strategy and cost review, EPIC will provide details to NCDA San Diego members at no cost. Please contact Alison McCallum at alison.mccallum@epicbrokers.com or (949) 417-9136.

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