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PERSONAL AND PROFESSIONAL

with unmatched service.

About Custom Design Benefits

Founded in 1991, Custom Design Benefits is the area’s largest independent, full-service Third Party Administrator of self-funded health benefit plans. Through self-funding, we assist employers to take back control by creating a plan that is uniquely designed for their workforce and obtain cost savings.

We offer a complete range of administration and compliance services to provide cost containment solutions. CDB is the creator of TrueCost, a nationally recognized Reference-Based Pricing plan built on a unique copay-only plan design.

With CDB, employers can offer popular employee benefits like Dental, Vision, FSAs, HRAs and HSAs on a budget that works for them. Our approach is personalized and professional, with unmatched service every time.

The Custom Way

At Custom Design Benefits, we demonstrate our dedication and commitment through our extraordinary service, both internal and external. Our culture is unique, based on behaviors and values that set us apart and drive our success. The 23 Fundamentals that follow describe who we are, how we do our work, and how we treat our clients, partners, and each other.

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We call it The Custom Way:

  1. TAKE CARE OF OUR CLIENTS.
  2. GET THE FACTS.
  3. DELIVER RESULTS.
  4. BE A FANATIC ABOUT RESPONSE TIME.
  5. OWN IT.
  6. BE A GREAT TEAMMATE.
  7. HONOR COMMITMENTS.
  8. CHALLENGE THE PROCESS.
  1. LISTEN GENEROUSLY.
  2. MAKE QUALITY PERSONAL.
  3. BE POSITIVE AND “BRING IT.”
  4. SPEAK OPENLY.
  5. GET CLEAR ON EXPECTATIONS.
  6. ASSUME POSITIVE INTENT.
  7. PRACTICE BLAMELESS PROBLEM SOLVING.
  8. ALIGN WITH CHANGE.
  1. COMMUNICATE PERSONALLY.
  2. CREATE THE “WOW.”
  3. WORK SMART.
  4. BE A LIFE LONG LEARNER.
  5. TAKE CARE OF YOURSELF.
  6. CELEBRATE SUCCESS.
  7. KEEP THINGS FUN.

Meet Our Leadership Team

Julie D. Mueller

President & CEO

Serving in the healthcare field throughout her career, Julie D. Mueller joined Custom Design Benefits in 2003, after 20 years as senior executive for a national TPA. As President and CEO, Julie leads a dynamic service-oriented organization, ready to administer your custom, self-funded benefits plans and consumer driven accounts.

Amanda Guinan

Vice President, Compliance & Business Development

Backed by 25 years in the benefits industry, Amanda Guinan joined CDB in 2009. Amanda develops innovative cost containment products and services and manages CDB’s complete compliance services. Her Account Management team ensures new customers are onboarded seamlessly with continued support after implementation.

Terri Martin

RN, BSN, MBA, CENP, NCQA PCMH CCE
Chief Operating Officer

In 2017, Terri Martin joined CDB to lead the Medical & Risk Management group. Terri was promoted to Chief Operating Officer in 2019 and oversees the Claims, Customer Service, Enrollment and Systems teams in addition to the Medical & Risk Management group. She ensures delivery of consistent outcome driven processes and customer service. Terri is trained in Lean Process and improvement science, and is a Six Sigma Black Belt.

Serving in the healthcare field throughout her career, Julie D. Mueller joined Custom Design Benefits in 2003, after 20 years as senior executive for a national TPA. As President and CEO, Julie leads a dynamic service-oriented organization, ready to administer your custom, self-funded benefits plans and consumer driven accounts.

Backed by 25 years in the benefits industry, Amanda Guinan joined CDB in 2009. Amanda develops innovative cost containment products and services and manages CDB’s complete compliance services. Her Account Management team ensures new customers are onboarded seamlessly with continued support after implementation.

In 2017, Terri Martin joined CDB to lead the Medical & Risk Management group. Terri was promoted to Chief Operating Officer in 2019 and oversees the Claims, Customer Service, Enrollment and Systems teams in addition to the Medical & Risk Management group. She ensures delivery of consistent outcome driven processes and customer service. Terri is trained in Lean Process and improvement science, and is a Six Sigma Black Belt..

News & Events

CDB is always on the move and working diligently to innovate the self-funding industry. See our latest news and events here.

June 2020

We are very proud to earn a fifth Top Workplace in Cincinnati award from the Cincinnati Enquirer. Culture is central to our success and is key to maintaining our Top Workplace company culture. Custom Design Benefits follows what we call "The Custom Way," 23 fundamental principles that describe who we are, how we do our work, and how we treat our clients, members, partners, and each other.

We remain committed to providing a work environment and company culture that make our employees proud to be part of the Custom Design Benefits team. Are you looking to join a company that values its employees and promotes a positive culture? Visit our Careers page to see our current openings and learn more about our award-winning culture!

Top Workplace

August 2019

Custom Design Benefits hosted their 12th Annual Customer Conference on August 28 at the Jack Cincinnati Casino. With a bear as the conference mascot, the focus was on breaking down healthcare "bear-riers."

Our dynamic agenda included a Look Ahead with our CEO, Julie Mueller, a Direct Primary Care discussion, a Leave Administration update, a Pharmacy Trends and TrueCost Rx presentation, the Self-Insurance Classroom, Medical & Risk Management & Population Health Management brief and an employer panel on Cost Effective Care.

We loved seeing you all there and connecting in person! Thank you for making this Customer Conference the best one yet!

June 2019

Custom Design Benefits is delighted to have been selected by the Enquirer for a fourth time as a Top Places to Work in Cincinnati. Our team celebrated with a special breakfast banquet and grill out. We're so pleased to continue the tradition of a work place culture that our employees can take pride in!

When our Top Workplaces Video premiered, we gathered the team for a Red Carpet Showing, complete with popcorn, swag bags and awards for the stars!

Watch Our Top Workplaces Video

June 2019

On Thursday, June 20th, CDB celebrated National Recess Day at Work. During lunch, employees came out for recess and enjoyed hula hoops, hopscotch, 4 square, bubbles, and more.

We Find Strength In Community Service.

QUESTIONS?

You can access your portal 24/7 or contact us. Our hours of operation are 8:00 am to 5:00 pm EST, Monday - Friday 513.598.2929 Local Cincinnati Area | 800.598.2929 Toll-Free.