Affinity and Group Program Consulting and Management

Helping associations strengthen their member value

At Dion Strategic, we work closely with associations to determine if their members would benefit from an affinity or group program. For existing programs, we conduct thorough reviews to see if they are delivering value, performing well, and meeting the association's long-term goals. Our mission is simple: help associations enhance their offerings and improve the value they deliver to their members.

Who We Support

  • Associations
  • Unions
  • Trusts

Our Expertise

  • Actuarial Review
  • Data Analytics
  • Insurance Program Management
  • Affinity and Group Program Negotiation
  • Legal and Advocacy Support
  • Implementation
  • KPI Benchmarking
  • Communications and Marketing Strategy
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How we support associations with program management

We take a two-phase approach to ensure your program is aligned with your members’ needs and delivers lasting value.

Phase 1: Assessment

When designing a new program, we begin by evaluating if it truly addresses a need for your members. Too often, associations launch programs only to find out later that participation is low due to competing options or lack of demand. We help you avoid this by assessing the potential for success upfront, so you can confidently move forward with programs that matter to your members.

Phase 2: Reviewing Existing Programs

For associations with existing programs, we take a deep dive into the key factors that determine success. We review:

  • Program agreements
  • Data on program performance
  • Financial viability
  • Benchmarking against similar programs in your industry

Based on our findings, we recommend ways to improve the program’s value to members, financial performance, and long-term sustainability – ensuring it continues to serve your association well into the future.

  • Strategic Alignment

    We also help align your programs with the broader goals of your association. Whether you're aiming for a modest 20% participation rate or shooting for 80%, we develop a plan that connects your program to your organization’s short- and long-term objectives. Our team works directly with your leadership and board to ensure the program supports your association's vision for growth.

  • Implementation and Ongoing Support

    Once your program is up and running, we stay involved as your program manager to monitor its progress and ensure compliance with insurers or brokers. We help maximize performance by asking the right questions and tracking key performance indicators (KPIs), ensuring your program delivers the results you expect.

  • What Makes a Program Successful?

  • Enhancing Member Experience

    To help associations improve their member experience, we focus on transparency and data. We advocate for open data sharing from brokers and insurers so we can assess key metrics like membership growth and engagement. By analyzing these metrics, we help you understand how effectively your program is serving your members and identify areas for improvement.

  • How We Empower Associations in Negotiations

    We know that many associations feel they lack negotiation power. At Dion Strategic, we help associations leverage their collective buying power and prepare for negotiations by identifying key areas where they can negotiate better terms. With strategic preparation, we empower associations to secure more favorable agreements and outcomes.

  • Measuring Program Value to Members