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PERSONAL AND PROFESSIONAL

with unmatched service.

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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..

Events & Activities

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

September 2020

Custom Design Benefits hosted our 13th Annual Customer Conference on September 15th at the Hard Rock Casino in Cincinnati, OH. With a bee as the conference mascot, the buzz at the 2020 conference was all about the latest cost savings strategies.

In addition to sharing data about how the COVID 19 virus has impacted our clients' healthcare plans, the 2020 agenda also included a conversation about self-funding in a COVID world, a presentation by L.G. Hanzel from RxResults about soaring drug costs, and a discussion with Rob Previte from Call A Doctor Plus about the increased need for mental health services during the pandemic. Terri Martin, CDB’s COO, provided an update on our Custom Care population heath management program. Dr. David Galardi from Paydhealth gave a special presentation about how alternative funding solutions can take some of the pain out of specialty drug costs.

We'd like to thank the incredible team at Hard Rock Casino for helping us implement precautions to make the event safe for everyone who attended.

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.