About Scott

“Helping people understand and maximize their health insurance, healthcare, and employee benefits options and costs.”

Background Information

Scott M. Stevens, RHU, CDHC is an employee benefits and consumer directed healthcare (CDH) broker/consultant and trusted adviser helping employer organizations of all types reduce their health insurance and related employee benefits costs. Stevens has worked with thousands of organizations to implement alternative health insurance funding solutions, creative strategies, and employee educational tracts over a 30+ year period.

His career has included time as Vice President of Sales/Marketing for a national insurance company; co-founder and Executive Vice President of a Third Party Administrator (TPA), Founder of The HSA Toolkit (employer/employee education and sales system), and presently, an employee benefits broker/consultant managing a customer base which consists of over 20,000 employees.

Stevens is a published author and frequent speaker addressing healthcare financing and delivery issues.

Core Competencies

Education/Communication of complex employee benefits, health insurance and wellness concepts and options.

Reduction of employee benefit related expenses through alternative funding, employee engagement, health risk assessment, and wellness programs/initiatives.

Assessment/Evaluation of current employee benefit strategies.

Evaluation/Implementation of Wellness and other programs to reduce health insurance costs, absenteeism and presenteeism.



B.S. in Marketing/Economics; State University of New York at Oswego.

MBA Candidate; North Central College, Naperville, IL.

Registered Health Underwriter (RHU); The American College.

Consumer Directed Healthcare Certification (CDHC); The National Association of Health Underwriters.

Over 30 years experience working in the health insurance/financing and employee benefits sectors.

Developed turn- key healthcare education / engagement system called “The HSA Toolkit ©”.

Excellence in Journalism award winner – National Association of Health Underwriters

Licensed Insurance Broker in: AR, CO, IA, KS, MO, NE, NY and TX.


Omaha, Nebraska, and National Association of Health Underwriters (NAHU)

Nebraska Healthcare Alliance – steering committee member

Healthcare Choice Coalition – Member

Live Well Omaha – (Former Collaborating Council Member)

Vistage International – Trusted Advisor and Speaker

Rotary International (Member; past President, Vice President, and Secretary)

Junior Achievement – Former Instructor Volunteer

St. Stephen the Martyr Parish (Trustee, Pastoral Council Member; Stewardship/Development Committee Member, Long Range Planning Committee Member, Usher, EMHC)

Knights of Columbus – Member

Equitable Bank – Advisory Board Member