How It Works
A simple five-step process takes us from discovery to employee communications.
Step One:
We conduct a discovery meeting to identify your business' needs and goals and review your current coverage, if any, as well as any plans you have to expand or modify your benefits program.
Step Two:
We prepare a customized proposal based upon a comprehensive analysis of your situation. In addition to an evaluation for your business, we include industry comparatives to make sure you are in step or ahead of your competitors.
Step Three:
We meet with you to discuss our proposal. This can be a one-on-one discussion, or we can come in and make presentations to executive groups, senior management teams, and/or boards of directors.
Step Four:
This is the decision stage. We work with you to complete any fine tuning to the proposal and finalize an agreement.
Step Five:
We are now ready to communicate with your administration team and employees about your new benefits services. We understand that this is a complex industry so we provide information in easy-to-understand formats.
Our Ongoing Service Commitment
After your plan is in place, we maintain a close ongoing relationship with your business in order to stay in touch with your changing needs. We also closely monitor the insurance carriers you use to make sure you are receiving quality service and your claims are paid in a timely manner. You are a valued customer, no matter how many employees you have!
