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Your one stop shop for employee benefits success!
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Comprehensive Approach to Drive Success

Unparalleled Service & Support


Strategy & Execution

Compliance & Risk Management

Enrollment & Communications


Expert Consulting

HR & Benefits Technology

HR Guidance & Support


Expanded Support

Financial Tools & Resources

Analytics & Reporting

Benefit Options for Your Every Need


Health & Welfare Benefits

Executive Benefits

Retirement Benefits

Voluntary Benefits

International Benefits

Wellness Programs

Pharmacy Benefit Management

Travel/Accident Benefits

Plus Many More


Partnership Scope


  • Develop strategic plan to align with business goals and objectives

  • Determine long and short-term plan goals and tracking measures

  • Healthcare Reform/Compliance assessment

  • Benefits Technology needs assessment

  • Supplemental Benefits needs assessment

  • Savings optimization tactics

  • Provide benchmarking data/trend analysis


  • Easily accessible dedicated team of seasoned industry experts

  • ACA, compliance and regulatory guidance year-round

  • Benefits & HR guidance year-round

  • Monitor and advise on goals and objectives

  • Access to portfolio of resources/partners

  • Benefits Technology advice/support

  • Communicate new to market plan enhancement opportunities

Open Enrollment Support

  • Conduct enrollment and educational meetings (virtual or in person when allowable)

  • Prepare customized employee communications

  • Create custom branded Benefit Overview Guide (interactive and print formats)

  • Carrier enrollment material preparation (electronic and/or shipped)

  • Assist with online enrollment technology implementation (if needed)


  • Mid-year and pre-renewal claims utilization review

  • Examine trends to provide insight on plan performance

  • Provide strategic actions directed at improving the quality and affordability of the plan

  • Detailed marketing analysis (all lines of coverage)

  • Savings and affordability modeling

  • Carrier/Vendor due diligence
    (performance, financial ratings, market review, rate guarantees, etc.)

  • Negotiate most favorable outcomes with vendor/carriers

Account Management

  • Carrier/vendor liaison

  • Carrier/vendor management

  • Dedicated Support Team to help resolve issues and answer questions

  • Assist with new hire enrollments, changes, terminations

  • Claims advocacy and dispute resolution

  • Bill reconciliation


  • Assist in preparation and processing of carrier applications

  • Review forms, carrier contracts, plan summaries, SBCs and plan documents

  • Coordinate administrative considerations (billing, reporting, banking, etc.)

  • Obtain ID numbers and approval letters

  • Coordinate/assist with online enrollment technology

Financial Well Being

  • Review/monitor rates for maximum savings

  • Plan contribution analysis and modeling

  • Plan design review and analysis

  • Provide alternate funding strategies (if available)

  • Full-transparency on all commissions/proposals

Compliance Guidance & Support

  • Direct access to leading vendors and experts that specialize in Benefits & HR compliance

  • ERISA compliance (Plan Documents, Summary Plan Descriptions, POP/WRAP documents, Form 5500, required notices, record-keeping)

  • COBRA compliance (communications, forms, record-keeping)

  • ACA compliance
    (reporting requirements, required notices, affordability modeling)

  • Employee Handbook Creation

  • HIPPA Privacy & Security

  • Access to ThinkHR Live - a comprehensive HR resource center staffed with compliance experts to help resolve workforce issues and provide HR support

  • Access to top-ranked employee benefits law firm for legal questions/concerns

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