Protection for Cresa

In 2022, IMA focused on building a company where values shine through action and making a difference. We prioritized creating exceptional experiences for clients and associates, launched associate research groups for diversity and belonging, and raised over $600,000 for community initiatives through the IMA foundation. With a united mindset and partnerships nationwide, IMA is committed to tackling tough problems and becoming the broker of the future driven by purpose.

I’m Tim Schermerhorn, National Employee Benefits Consultant & Risk Strategist at IMA Financial Group, with over 17 years of experience consulting middle-market employers on self-funded benefit programs and cost-control strategies. IMA stands out with its personalized approach, a single-source insurance solution, expertise in innovative strategies, and a dedicated team focused on building relationships for better results. We are thrilled to participate in Cresa’s RFP process and look forward to serving you.

I’m Nick Holdbrooks, Vice President and Director of Employee Benefits at IMA Financial Group. Our focus at IMA is to protect your business and employees, and we are confident in our ability to create a benefits program that attracts top talent. With our advanced technology, dedicated service team, and consultative support, we go beyond the basics to provide high-quality service and empower you to make informed decisions. We are excited to work with you and serve your needs.

I’m Adam Moret, Whole Health Practice Lead at IMA. We take a holistic approach to worksite wellness, addressing mental, financial, physical, and social well-being. Our three-step approach involves understanding Cresa’s goals and current programs, defining new goals collaboratively, and developing a tailored strategic plan. We leverage data and a network of solutions to measure success and find the right fit for Cresa’s unique needs.

IMA uses Voice of the Employee to allow your employees to provide feedback via surveys. These surveys will help HR representatives create strategies for improvement and employee satisfaction. IMA creates survey questions unique to each client to help maintain a positive work culture long term.