Services

Our process begins by establishing where each client stands today within their current benefit program, and then creating a customized service plan to guide them, over time, to meet their objective of offering the most comprehensive and cost-effective benefit plans to their employees. Some of our resources and tools include: 

  • Annual Client Service Plans (identify scope of work)
  • Initial and Ongoing Compliance Review
  • Proprietary, Customized Quarterly and Annual Claim Reporting Package
  • Cultural Study of Employee Population
  • Benchmark Data
  • Initial and Ongoing Administration and Network Evaluation
  • Benefit Communication and Enrollment
  • Progressive Wellness Strategy
  • Funding Evaluation
  • Health Management Strategy
  • Pension / 401k Plans