Marketing and Analysis for All Lines of Coverage: Medical, Dental, Vision, Life, LTD, STD, and Voluntary Benefits:

• Underwriting team will review and market with all major carriers for maximum savings.
• Provide detailed analysis on all lines of coverages to determine the best options available.
• Provide alternative funding strategies (if available and requested).

New Business Implementation and Enrollment Support Including:

• Summaries and SBCs reviewed for accuracy.
• Carrier enrollment material preparation (electronic and/or shipped).
• Plan contribution analysis and modeling.
• Prepare customized employee communications (Plan Election forms and Benefit Overview guide).
• Conduct enrollment/educational meetings (in person and/or via WebEx).
• Prepare and process new business. All documents/forms are reviewed for accuracy and submitted for timely implementation.
• Manage implementation through install, obtain ID numbers and approval letter.

Dedicated Account Executives and Account Management Teams for Year Round Customer Support:

• Assist with new hires enrollments, changes and terminations.
• Request carrier ID numbers and/or ID cards.
• Claims advocacy & dispute resolution.
• Billing reconciliation.
• ACA and ERISA Compliance.

Pre-Renewal and Claims Utilization Analysis (if applicable and requested):

• Mid-Year claims utilization review to examine trends and provide insight on plan performance.
• Focus on potential benefit plan changes and/or program enhancements for the upcoming renewal.
• Provide strategic actions directed at improving the quality and affordability of the health plan.

Additional Services:

• Access to a comprehensive HR resource center staffed with compliance experts to help resolve workforce issues and provide HR support.
• Assist with enrollment technology implementation (Ease, Electronic Data File Feeds, PEO, etc.)
• Access to top-ranked employee benefits law firm for legal questions/concerns.
• Customizable marketing materials available via online Marketing Resource Center.
• Benchmarking data available by industry, product and plan design.