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We feel the following services are all necessary in order to establish a successful program:

Strategic Plan Review:

  • -Benefit Objective Setting to establish corporate goals and objectives
  • -Annual meeting to develop strategies and maximize benefit plans
  • -Benchmarking peer groups in order to attract and retain quality employees

Plan Management:

  • -Review all benefits to ensure comprehensive plan design
  • -Analyze plan costs and trends to determine cost effectiveness

Renewal Negotiation and Analysis:

  • -Annual renewal meeting to discuss objectives and options
  • -Comprehensive annual market analysis to ensure competitive carrier rates

Legislative Assistance:

  • -Assistance with COBRA, MSP Laws, etc., to meet legislative compliance

Dedicated Account Manager / Client Advocate:

  • -Assistance with vendor relationships to resolve billing, claims, and administrative issues
  • -Assistance with employee communications to better educate and inform employees


By monitoring all aspects of your employee benefit program and proactively servicing your plan, we will make sure your program consistently meets the needs and goals of your organization.