We offer a broad scope of services that can be customized depending on a client’s interest, complexity of plan design, and funding arrangements. The key elements of our process include:

We offer a full range of benefit consulting services and are here to support both you and your employees - not just during open enrollment, but throughout the year.

Conducting a detailed evaluation of current offering

We will perform a detailed analysis of all your benefit plans and discuss the strengths and areas where we believe improvements are needed. With your feedback, we will use the evaluation as the foundation for the benefit offering RFP we provide to carriers.  It will also serve as an important component of the long-term strategic plan.

Leading benefit offerings RFPs

Concurrent with your organization’s renewal we will lead a thorough review of the insured market for all of your lines of coverage. Upon conclusion of our marketing effort, we will provide you with a complete review of our discoveries and make a recommendation based on the outcomes.

Developing a strategic plan

We will facilitate both a short-term and a long-term strategic plan. Key components of the blueprint are:

  • Health plan funding arrangements
  • Carrier partnerships
  • Goals to attract and retain employees
  • Financial goals associated with your benefit offering
  • Wellness programs
  • Voluntary benefit consideration

 Managing benefit plan enrollment and communication

We schedule and lead employee enrollment meetings annually. Many of our clients also utilize our services for educational sessions, including lunch and learns, on a quarterly or annual basis.

Other services include:

  • Employee advocacy – We will advocate on behalf of your benefit enrollees should the need occur
  • Contribution analysis and modeling - Based on a comprehensive understanding of your organizational budget goals, we will present a complete analysis that demonstrates the clearest path to achieving those goals
  • Benchmarking services – We will provide you with a wide-ranging study that compares your plan design, costs, and employer contributions to both geographic and industry peers.
  • Underwriting and financial analysis – Throughout the year, your account team will present a detailed summary of the plan’s performance and a customized set of recommendations for funding options and strategies.
  • Total Compensation Statements – Upon request we can provide your organization with statements that detail the hidden compensation to your employees.

We have relationships with trusted partners to provide services for actuarial, legal, benefit administration, plan administration, and marketing/communications when applicable.