Solutions & Expertise
Offering employee benefits has become increasingly complex. While administrative responsibilities are mounting and health plan costs continue to be a challenge, there are many opportunities to capitalize on that traditional brokers are not bringing forward.
Our local focus and independent structure gives us unique capacity. Capacity that allows us to bring small employers the same solutions and resources more commonly deployed to large employers.
Service overview
Strategy & Cost Control
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Proactive & Transparent Renewals
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Carrier Marketing Analysis
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Fully-Insured & Self-Funded Expertise
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HRA and MERP Funding Strategies
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Third Part Administration
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Group Health Captives
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Carve-out Pharmacy Solutions
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Claim Reporting & Data Analytics
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Employee Contribution Strategy
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Benchmarking & Market Insights
Human Resources
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Access to HR Resource Team
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Open Enrollment Coordination
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Employee Communications
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Employee Advocacy
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Self Service Enrollment Options
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Benefits Administration Systems
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Benefits/Payroll Integrations
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Learning Management System
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Absence Management
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COBRA Administration
Compliance
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Federal & State Requirements
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Annual Form 5500 Filing
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Wrap Plan Document, SPD
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Annual ACA Reporting
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ACA Affordability, Guidance
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PCORI Fee Calculation