Strategic Planning

  • Benchmarking
  • Create and review multi-year benefits program plan
  • Physician and network analysis
  • Voluntary and Worksite Benefit Programs
  • Employee Contribution analysis

Shop the Market & Plan Implementation

  • Analyze and review renewal options
  • Complete market analysis and carrier negotiations
  • Shop coverage with applicable carriers
  • Negotiate the best rates for your company
  • Communicate options and recommendations to employer

Enrollment Services

  • Prepare customized open enrolment materials for your employees (i.e. benefit booklets and personalized enrollment forms)
  • Coordinate and conduct onsite enrollment meeting
  • Verify and scrub all enrollment material for accuracy
  • Communicate all enrollment information to carrier
  • Review all contracts and certificate booklets from carrier
  • Audit initial carrier bills (60 days out) for accuracy

Administrative Assistance

  • Assist in enrolling and terminating employees
  • Resolve billing and enrollment issues
  • Assist employees with claim issues
  • Answer general benefit questions and concerns

Human Resource Policies & Practices

  • Conduct new employee orientations
  • Complete access to our Human Resource Workplace
  • Evaluate compliance policies for state/federal employment laws
  • COBRA Compliance Services
  • Create and maintain groups’ employer and employee benefit web portals
  • Develop and administer employee benefit surveys
  • Create and distribute employee benefit statements