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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
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