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We provide tailored benefits guidance for small to mid-sized organizations, offering a dedicated account manager, customized benefit packages, and proposals from local and regional carriers (health, dental, disability, vision). We manage renewals, evaluate cost-effective options, and craft clear communications, helping you enhance employee satisfaction, attract top talent, and build a supportive workplace.

We take a proactive approach to renewals, ensuring the best options for your team. We quote, compare, and negotiate with local, regional, and national carriers; analyze tailored plan alternatives; facilitate strategy sessions; develop RFPs and review proposals; and evaluate stop-loss coverage while coordinating carrier interviews, all to secure cost-effective, competitive benefits for your workforce.

We design benefits that work hand-in-hand with your organizational goals. From tailored recommendations that align with your people strategy to annual planning sessions that strengthen and enhance your offerings, we help you build competitive programs that support both your workforce and business success.

We make rolling out benefits seamless, accurate, and engaging. From coordinating implementation and ensuring accurate data transfer to contribution modeling and communication strategies, we handle the details. We facilitate enrollment meetings, train HR teams, and craft clear, customized messages so employees feel informed and confident, before, during, and after open enrollment, and all year long.

Whether in-person or virtual, our consultants make benefits easy to understand. We deliver engaging presentations tailored to your workforce, answer employee questions with clarity and care, and support HR teams with seamless coordination, ensuring employees feel confident about their benefits.

We take a proactive approach to renewals so you always have the best options. We quote, compare, and negotiate with carriers, analyze plan alternatives, and facilitate pre-renewal strategy sessions. We also develop RFPs, evaluate proposals, review stop-loss coverage, and coordinate carrier interviews, ensuring cost-effective, competitive benefits for your workforce.

A benefits partner your HR team and employees can count on. Our dedicated client services team bridges HR, carriers, and employees, resolving escalated claims, supporting employee education, and managing portals and billing. We finalize program design and rates, provide ongoing reviews, facilitate coverage changes, and monitor catastrophic claims to keep your benefits running smoothly.

Give employees more choice while boosting your organization’s competitive edge. Offer life insurance, disability coverage, and wellness programs with customizable options designed to rival larger corporations’ offerings.

Insights that drive smarter decisions. We benchmark plan performance, track cost drivers, provide dashboard reports with claims activity and renewal projections, and consult on funding arrangements and strategy, helping you optimize benefits and control costs.

(Available in addition to your base package) Need more? We’ve got you covered. Services include Non-Discrimination Testing, 5500 Filing, ACA compliance, HR services (handbooks, FMLA, outsourcing), COBRA and FSA/HRA administration, total compensation statements, 1094/1095 reporting, and dependent verifications.