General Services

Strategic Planning

  • Analyze current employee benefit programs
  • Determine Historical, Current, and Future Objectives
  • Assist Employer in defining and setting both short term and long term strategic goals

Consulting Services

  • Design & Pricing
  • Recommend Strategies to achieve short and long term objectives
  • Monitor and report on ongoing plan performance
  • Inform you of legislative or product developments that can impact your program

Brokerage Services

  • Market plans and present comparisons of viable markets
  • Present new benefit plan concepts for consideration
  • Manage administrative transition and enrollment requirements
  • Review final policies for accuracy
  • Provide support on issues regarding service, claims, premium payments, supplies, contracts, etc.
  • Negotiate renewals and review funding levels

Benefit Administration

  • Process Review
  • Benefit Enrollment
  • 24/7 Web based “employee self service” enrollment
  • Eligibility Consolidation
  • Vendor Eligibility Interface
  • Billing Reconciliation
  • Contribution Audit
  • COBRA & HIPAA Process Evaluation
  • Section 125 Process Evaluation

Employee Communication

  • Develop Client Website, and/or Coverage Summaries, written in clear and easily understood language for:
    • 401(K) Program
    • Long Term & Short Term Disability
    • Life & AD&D
    • Medical, Dental & Vision
    • Voluntary Product offerings
  • Conduct and/or participate in enrollment meetings
  • Provide you with ongoing benefit communication & educational materials
    • Newsletters- general health related topics
    • Payroll Stuffers- specific benefit explanations
    • Employee Benefit Statements