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Broker Services

We proactively stay informed on how your business operates, understanding the challenges or opportunities you see through frequent meetings with your Human Resource team. We meet with your HR team or other interested parties as often as needed - monthly or quarterly.

We provide, host and maintain a value added no-cost employee benefit portal, through our Web site, that houses all your Plan eligibility information, waiting periods, premiums, plan summaries and plan booklets with separate viewing information for employees and plan administrators.

We provide free access to "HR Genius" a Human Resource, Employment Law and Benefits library.

We create for you a customized summary brochure that communicates all of your benefit offerings in print format, including PTO, Holiday schedules and even programs that aren't brokered through us. This is an excellent tool for communicating benefits to prospective new hires.

We advise and educate you on any compliance, strategy or industry news. We audit and supply when needed all ERISA, HIPAA and COBRA notification regulations.

We evaluate renewals and vigorously bid your coverages; summarizing all options to simplify your decision process while helping you craft a plan design that will meet your financial criteria and create employee satisfaction.

We analyze and propose alternate premium contribution structures to meet employer goals. We calculate employee contributions and define impact to budget or competitive hiring for the coming plan year.

We create and conduct truly engaging enrollment meetings.

We conduct educational sessions for employees about how to use your carrier's website to self serve for claims issues, and how to utilize available wellness education programs. We help you provide incentives to encourage involvement in wellness programs to engage employees.

We arbitrate for you on escalated claims, billing, and eligibility issues to minimize your time spent. We provide a strong chain of support to answer your benefits questions and provide guidance all year long.

We design a full benefits portfolio that includes voluntary benefits, Section 125, Flexible Spending Accounts, Health Savings Accounts, Accident, Critical Illness, Cancer, Life, Short-term Disability, Long-term Disability, Gap, EAPs

We provide at no-cost the option to get a "Total Compensation Paycheck", with "Fringe Facts" which shows employees how much your benefits and payroll taxes are worth to them.