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.