Client Service Overview

To keep control costs and keep your benefits plans running smoothly we offer a full range of benefits consulting, brokerage, strategic planning services and health management.

Product Selection & Implementation

  • Carrier & vendor location, RFP process
  • Selection of best in class vendors
  • Comparative evaluation, negotiation & placement
  • Ongoing carrier & vendor management
  • Claims issue resolution

Annual Benefits Diagnostic

    • Full marketing analysis
    • Plan design cost impact projection
    • Budget development
    • Plan design adjustments & contribution alignment
    • Health care strategy / Goal alignment
    • Benchmark analysis
    • National Trend projection
    • Leveraged vendor contract negotiations
    • Audits – claims & administrative operation

Communications Programs & Consulting

  • Communication strategy
  • Review & customization of materials
  • One on one- customized message
  • Ongoing routine service updates

BenAdmin/HRIS Solution

  • Streamline Employee Management
  • Employee self -service
  • Branded for each employer
  • New Hire Onboarding
  • Benefits Administration All-in-one Solution (Bye-bye paper forms!)
    • Avail to employees 24/7
    • Initial Enrollment, Life Events, Open Enrollment
    • All of your documents on demand! – SPDs, plan summaries, documents
    • Links to reliable carrier information, network links, etc
  • Time Off Tracking
  • HRIS Database
  • ACA Tracking & Reporting
  • Centralized Technology & Local Support

Newsletters & Print Materials

  • Supervisor administrative handbooks
  • Employee self-service guides
  • Employee empowerment training & tools
  • Benefit statements
  • Health-related newsletter articles/ideas

Quarterly Reviews

  • Strategic issues
  • Plan performance tracking
  • Industry developments
  • Priority identification
  • Evaluation of vendor services

Monthly Reporting for Self-Funded Plans

  • Customized financial tracking system
  • Monthly claims, Rx, Shock, admin overview & summary breakdowns
  • Monthly plan balance review
  • Analysis of dependent claims vs. overall results
  • Vendor report review
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