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Consulting Services

Offering employee benefits has become increasingly complex and expensive. For small to mid-sized employers, the challenges and opportunities at hand require resources, expertise, and accountability that surpass what many traditional broker agencies are able to extend.


Business owners, Finance, and HR executives must place increased importance on aligning with an engaged partner that is fully invested in the ongoing service of their needs, and is relentless in expanding their understanding of opportunities available.

Services and expertise

  • Renewal Strategy & Execution

  • Carrier Marketing Analysis

  • Employee Contribution Strategy

  • Benefits Administration

  • Alternative Funding Solutions

  • Self-Funding, Level-Funding

  • Stop Loss Insurance

  • Group Health Captives

  • Third Party Administration

  • Carve-out Pharmacy

  • Alternate Pharmacy Sourcing

  • HRAs and MERPs

  • Claim Reporting & Analytics

  • Benefits/Payroll Integration

  • HR Technology Support

  • Absence Management

  • Employee Communications

  • Employee Advocacy

  • Compliance Requirements

  • Form 5500 Filing & SAR

  • Wrap Document, SPD

  • PCORI Fees

  • ACA Reporting

  • COBRA Administration

  • And much more

What makes us different?

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