What You Can Expect (services)

Customized consulting

When done right, employee benefits can be a great tool to drive employee recruitment, retention, engagement and desired business results.

Choosing the right employee benefits plan is easy— if your business happens to fit into a neat, little box. But we know that’s not how it works.

The pathway to success is different for every company, and your organization has a distinct set of needs, priorities and long-term goals. If your broker offers you pre-packaged plan A, B, or C, you may want to choose none of the above.

Having an effective employee benefits strategy in place is critical to helping you recruit and retain the talent you need. The right plan will also help you keep costs under control, streamline your HR processes, and protect the health of your business and employees.

We don’t take these things lightly. In fact, we’ll do a full analysis of your needs and operations so we can make them happen. A few of the things we’ll cover include:

  • Integrated Carrier Strategy
  • Plan modeling and benchmarking
  • Self-funded vs. fully insured analysis
  • Cost containment and underwriting strategies

Your business is unique. Your benefits plan should be too.

HR made easy

We can make your job easier by streamlining HR processes, taking work off your plate and getting you out from under all those piles of paper.

Human Resources is the soul of your business. It’s where the magic happens. The place where new hires are found and nurtured, and where longtime employees come when they need help. It’s where policy is created, updated and followed— and where everything is documented.

Keeping track of these critical functions can feel overwhelming to your team, especially if they are buried in paper.

Let us help your Human Resources Department crawl out from under all those forms and work more efficiently through:

  • E-signature and pre-filled forms
  • Paperless onboarding and enrollment
  • Face-to-face and call center application support
  • Easily accessible employee and employer portals
  • Electronic personnel files and document storage

You know what they say: If HR ain’t happy, no one’s happy. Let us lighten the load for your team.

Stress-free compliance

With tools that make compliance quick and efficient, you’ll be able to avoid costly fines and penalties— and sleep better at night.  

With increasing and ever-changing regulations, compliance can be extremely challenging and confusing. If you don’t get it right, it can also be extremely expensive.

If you often find yourself daydreaming about an easy, effortless system that would guarantee compliance, you’re not alone. And we can help.

Our no-effort compliance solution includes:

  • Automated notices
  • Detailed audit logs
  • Tracking and reporting
  • Solutions for ERISA and ACA

Why spend another day worrying about whether or not you’re on the right side of compliance? Learn how we can save you time and give you peace of mind.

Contact Us

Interested in enhancing employee health, communication, recruitment, and relationships? Want to know how the right employee benefits partner can positively impact all of these things— and your bottom line?

Get in touch! We can’t wait to show you.

Clear communication

A great employee benefits package can yield big returns for your business— if your team can understand and appreciate the value you’re offering.

You put a lot of care into choosing the right plan for your employees. How you deliver it to them is equally important.

Friendly, personal communication can be the difference maker when it comes to how your employee benefits package is perceived. If your staff is unclear on the details of the plan, they won’t be able to determine its true value or use it efficiently.

This isn’t the time for generic, jargon-filled materials. Especially if you’re interested in being a sought-after employer of choice.

Let us help you get the right message across with:

  • Custom benefit books
  • Personalized statements
  • Health and wellness education
  • Employee service and advocacy
  • Face-to-face enrollment meetings

Happy, healthy employees are critical to your business success. We’ll help you make sure they’re feeling the love.