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Our Services

Consulting & Design

  • Review all aspects of current benefit and retirement program(s)
  • Conduct employee benefit surveys
  • Discuss and explain underwriting and administration options
  • Review all contractual provisions
  • Prepare detailed specifications and information when performing a marketing to the insurance community
  • Meet with insurance providers and negotiate with all tendering carriers
  • Make specific and alternative recommendations
  • Review claim details and trends on a quarterly basis

Implementation & Communication

  • Prepare all necessary communication pieces including employee memos
  • Assist in training administrators
  • Direct enrollment procedures
  • Manage change of providers
  • Installation of new programs
  • Employee meetings
  • Ensure client is taking advantage of administration opportunities and efficiencies

Member Education

  • Meet with plan members to review benefit and retirement plans
  • Assist in educating members on their coverage and how to access information
  • Provide members with the tools and information to help plan for retirement
  • Educate members on how their plan integrates with Government benefits

On-going Management

  • Inform of any marketplace or legislative changes
  • Manage insurance carrier relationship(s)
  • Support on-going administration of the program
  • Trouble-shoot administration issues
  • On-call to administrators and plan members
  • Monitor insurance carrier services and expenses
  • Review, discuss and negotiate renewal with insurer
  • Ensure plan is competitive and continually meets client needs

LET US KNOW HOW WE CAN HELP YOU AND YOUR EMPLOYEES

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