Our Process

Step 1: Initial Meeting

We will start our process by gathering all the pertinent data on your existing benefits program and then perform a comprehensive, detailed assessment.

Step 2: Plan Evaluation

Our evaluation will take into account both the marketplace standards as well as your own corporate objectives.

Step 3: Market Analysis

As independent advisors, we are able to survey the market to ensure the selected provider offers competitive rates, efficient claims processing and a superior technological platform.

Throughout the process, we will act as a key resource for your operations and human resources team. As experts in problem resolution, our goal is to completely remove the burden of plan management from your company so that you can get on with business


Step 4: Presentation of Recomendations

Once we have analyzed the proposals from the various insurance carriers, we will provide you with a detailed written report outlining our recommendations.

Step 5: Implementation

During the implementation process, we will provide employee communications and educational sessions so that they understand the value of the package provided.

Step 6: Ongoing Service & Reviews

Our service team gets actively involved in managing each benefits program, acting as a key resource for the plan administrators and employees for all inquiries.