We provide our business clients with free, personalized care. We will assist you in determining the right benefits package, shopping the carriers for the best bang for buck, and providing you with the options to choose from. We are here to guide you through the process, each step of the way, at no cost to you!
Our Product Portfolio Includes:
Health Coverage
Dental & Vision
Disability
Life & AD&D
Retirement Planning
Voluntary Benefits
Executive Compensation
And much more…
Account Set-Up
Conduct coverage analysis
Quote and compare qualified carriers to find the best options
Provide data summaries and consultation of quoted coverages
Assist with coverage enrollment
Provide all necessary group documentation and billing process integration
Ensure company benefit compliance is provided
Optional employee coverage orientation (coverage dependent)
Regular Account Servicing
Regular periodic contact
Provide continual coverage advisory role with unlimited group & employee assistance
Continual re-evaluation to determine financial health of the coverages
Communications liaison between the group and carrier(s) for questions, claims, customer service, etc.
New employee assistance (as needed)
Providing up-to-date information on legislative, market, and product changes
Annual Renewal
Conduct annual coverage analysis
Negotiate current carrier renewal premiums and/or re-quote qualified carriers to find the best value
Review current employee eligibility and other administrative details to optimize appropriateness for the next year
Optional annual employee orientation (coverage dependent)
Ensure company benefit compliance is up-to-date