WE ARE A FULL SERVICE BENEFITS AGENCY
SUPPORTING YOU WITH:

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Placement Services 

• Reviewing or evaluation of current plans

• Performing an analysis of the plan’s renewal 

• Providing a summary of plans and policies 

• Implementing client-directed coverage 

• Negotiating with carriers and giving advice regarding opportunities for improvement 

Enrollment Services 

• Supporting client in presentation and administration of annual enrollment process 

• Providing resources to educate or engage plan members 

• Implementing an online service platform to facilitate annual enrollment 

• Ongoing support for new hire onboarding 

• Providing access to detailed one on one benefits meetings with a benefits advisor throughout the year

• Life change support for plan members 
 

Account Management Services 

• Serving as a liaison between client and carrier    

• Processing of enrollments and terminations on behalf of the client 

• Facilitating resolution of billing concerns

• Claims-related issues

• Assisting employees in addressing general benefits questions, account access and ID Cards

• Reviewing contracts for accuracy of plan provisions

• Setting up premium deductions 

 

We also provide resources for the following as needed: 

• HR services 

• Payroll services 

• Analytic platforms 

• Wellness Resources

• COBRA administration

• FMLA management 

• HSA/FSA/HRA administration

• Regulatory filing assistance