How We Work

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How We Work

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4 Simple Steps to Benefits

Consultation

Our first step is to discover the individual needs of your organization. We hold a fact finder meeting to determine your goals and objectives for benefit plans. We listen deeply to what is most important to you as the employer. From there, we create a more holistic picture to better understand your organization.

Because benefit plans can vary widely depending on price and coverage, we always strive to ensure we're building a plan that you actually want for your employees!

Review Rates & Options

Once our team has determined your company's benefit needs, we go to work with our underwriters. We develop proposals showing a summary of existing benefit plans and alternatives that fit your criteria and budget.

We will walk you through all of your options and help weigh any trade-offs between plans. Plans can include medical, dental, vision, life/AD&D, employee assistance, and pharmacy. We always aim to offer as many plan options as possible, without becoming overwhelming. That way you can make the most informed decision, without any analysis paralysis.

Enrollment & Implementation

We develop employee enrollment materials, including a summary of your group's specific benefits. We hold employee meetings to explain the coverage and assist with enrollment. Our service team can help field questions and get you setup for success.

We provide support with enrollment changes, claims issues, billing inquires, and more throughout the plan year to allow for effortless administration of your benefits.

We Work For You

We understand how complicated and time consuming that benefits can become. That's why we work to make your life simpler. We give you the information you need to manage your benefits and from there we try and take the rest off your plate. Schedule a consultation and see the difference today!

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