In the Ever Changing World of Benefits,
Our Expert Guidance Is
Your Greatest Navigation Tool.

We bring you real value and dependable service.

CONSULTING AND STRATEGIC PLANNING
  • Review Current Benefit Plans
  • Periodic Plan Review (At Least Quarterly)
  • Help with claims processing and auditing claims
  • Assist with billing issues
  • All service calls documented in our database
  • Client surveys on our service
  • Review enrollment forms and verify they have been processed
COMPLIANCE
  • Provide Online Legislative Guides for COBRA, HIPAA, FMLA, & Section 125
  • Prepare Summary Plan Descriptions (SPD’s)
  • Prepare signature ready Form 5500 (when required by law)
RENEWAL / MARKETING
  • Proactive renewal process and plan audit
  • Plan design consultation and request for proposal development
  • Employee contribution, analysis, & recommendations
  • Employee Surveys (satisfaction and/or underwriting pre-screen)
EMPLOYEE COMMUNICATION
  • Conduct employee meetings for your employees
  • Employee enrollment packets for new hires and at open enrollment
  • Create employee benefit/HR website on Zywave
AFFILIATED SERVICES
  • Personal planning for key employees
  • Retirement planning
  • Business continuation and succession planning
  • COBRA administration provided by vendor partner*
  • Premium Only Plan and FSA Administration provided by vendor partner*
    *Additional fees may apply