Provide Quotes for All Lines of coverage: Medical, Dental, Vision, Life, LTD, STD, Voluntary Benefits, and PEO’s.

New Business Implementation and Enrollment Support:

• Summaries and SBCs reviewed for accuracy.
• Carrier enrollment material preparation (electronic and/or shipped).
• Customized employee communications (Plan Election forms and Benefit Overview guides for 20+ enrolled small groups).
• 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 Management Team 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.
• Bill reconciliation.

Renewal Analysis:

• Obtain and prepare renewals for all lines of coverage.
• Provide plan alternatives along with thorough analysis.

Additional Services:

• Access to a comprehensive resource center for all of your workforce issues and HR compliance support.
• Facilitate enrollment technology implementation (Ease, 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.