Our Services
As experienced wholesale advisors we deliver innovative solutions that allow your clients to lower the cost and risks associated with their plans. Decades of experience and our relationships with key vendors and TPA’s allows us to take your clients to a new level in ancillary benefits. Some of our services include, but are not limited to:
- Ancillary Benefit Solutions
- Audits of Existing Programs
- Benchmarking
- Benefit Communications
- Custom RFP design and Management
- Contract and SPD Analysis
- Dental
- Implementation Management
- Life and Disability
- Plan Design Review and Consultation
- Post Implementation Reviews
- Visions
- Voluntary Products
- Waiver of Premium Studies
Financial Expertise
- Absence Management Cost Analysis
- Claim and Reserve Analysis
- Experience Reviews and Pricing
- Financial Underwriting and Forecasting
- LTD and Life RBO’s
- Rate Negotiations
- Renewal Forecasting, Management, and Negotiations.
Client Management
- Day to Day Issue Resolution
- Communication Development
- Billing and Commissions Management
- Enrollment Management
- FMLA, ERISA, Legal, and Regulatory Compliance Assistance
- Market Research
- Merger Management