Our process is designed to give you an idea of what we can offer on a case by case basis. Of course, we can further customize our process for the needs of our clients. Some clients need even more servicing, while others prefer a less integrated approach.
Our clients dictate what their needs are and we're happy to work with them through many different scenarios.
If you are looking into Group Benefits for the first time or have an existing plan you would like us to review, feel free to schedule a meeting with us below.
> Further understand your business
> Learn your companies objectives for the plan
> Understand your budget
> Collect employee input confidentially
> Benchmark coverage against competitors in your industry
> Discuss different product offerings that suit your needs
> Work with your current provider to make the necessary changes
> Go out to the marketplace for quote requests from many sources, including large national insurance carries and independent providers.
> Provide analysis and comparisons for multiple different quotes
> Will only present options that meet your budget and needs
> Recommendation based on analysis will be provided
> Handle all communication with provider to ensure smooth transition
> Provide employee communication and training
> Hands on training for the Plan Administrator to ensure everything is processed correctly now and moving forward.
> Since claims has a direct impact on renewal, we will continuously monitor this throughout the year and let you know if they are trending up.
> If high claims are occurring we can offer advice to help manage during the year if requested
> We will handle all communication with insurance provider on your behalf, for any questions, concerns or problems that may arise.
> Employee education sessions (or lunch and learns) can be provided on a variety of topics from your benefits plan to personal financial literacy.
> Custom detailed analysis will be provided so all costs are understood
> Negotiations will always be held with providers to ensure you are receiving a fair price
> Your plan will be taken to the marketplace systematically to ensure it is still the best plan for your company and budget.
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