Evaluation & Consultation
We conduct an analysis of your current benefits structure and culture. During our consultation we will ask targeted questions to help determine your goals and employee satisfaction. In collaboration with your budget and with a unified vision we will determine how to optimize the the value of benefits you are currently offering. This will act as a fact-finder to identify wants and needs in addition to areas of potential cost savings.
Compliance Updates
Stay up-to-date on the latest regulations effecting your business insurance needs throughout our relationship. This includes a complimentary comprehensive review of your current compliance standing in relation to ERISA, POP, and all things ACA.
Industry Analysis & Strategy
Based on your specific consultation, we will develop a profile for your business. In this profile we will coach you through your industry's current employee benefits climate. Furthermore, we will prepare comprehensive strategies specific to your goals to get your business on the right path moving forward.
Employee 1-on-1 Enrollment
After you have selected the optimal benefits package to offer your employees from our custom plan designs, we then begin our signature enrollment process. This process includes our bi-lingual counselors coming to your location to meet with your employees for a private 1-on-1 session to review their new benefits package. This ensures that your employees understand how to best utilize their benefits and the procedures included in the selected policies.
Custom Plan Designs
Once we determine the optimal strategies, our research analysts curate a tailor-made benefits package unique to your business. This package will incorporate our cost saving strategies to help you get the best possible 'bang for your buck' in collaboration with custom policies to ensure minimum out of pocket exposure.
Dedicated Account Manager
A dedicated account manager will be assigned to you after enrollment. You and your employees have access to your personal account manager for all things service oriented. This includes but is not limited to; on-boarding new hires, assisting with terminations, help with claims, requesting ID cards, general questions, etc.