Brokers
Leadership, strategy, and analytics are what we bring to each project, delivering exceptional execution, oversite, and feedback for brokers and their clients.
Employers
We replace time consuming manual processes with automated solutions, while also providing customized resources for benefits education in a format that is tailored to each employer’s needs
Carriers
Preferred partners receive timely and accurate data files resulting in excellent client experience. Our highly skilled benefit educators leave employees with a clear understanding of both need and value for voluntary programs offered.
Brokers
Market Analysis
- Voluntary Benefits Rollout Strategy
- Voluntary Benefits RFP Management/Consulting
- Industry Benchmarking
Benefits Administration Technology
- “White Glove” account management
- Eligibility Management
- ACA Compliance
- HRIS & Workflow Management
Employee Education & Management
- Project Management
- Custom communications
- Onsite Education
- Virtual Call Center
Employers
Turnkey Vendor/Carrier Integration
- Payroll integration (API)
- Cobra & cafeteria management
- Self-admin & eligibility mgmt (EDI)
- Workflow tracking & onboarding
ACA
Compliance
- Options for a full service solution for tracking, fulfillment, and auditing.
- Directly e-file 1094(s) to IRS
- Print and ship to employees completed 1095 forms.
Employee education resources & service
- Pre-enrollment communication strategy
- Highly trained benefit educators
- Best in class communication technology
Carriers
-
Accurate data collection
We understand the importance of providing enrollment data in the correct format. That’s why we assign a data expert to each project to oversee data transmittal.
-
Enrollment strategy
Our strategy starts with case managers that build a logistics plan to achieve a successful voluntary benefits rollout.
-
Business development
Our team provides analytics, case studies, and surveys to carrier reps. We provide carrier partners with shared stories of success in the form of case studies, analytics, and surveys.