• We work for our clients in determining the right benefits and the right insurance providers
  
  
• To gather detailed information:
  
  
  • Your insurance needs.
    
    
  • Your previous benefit experience (if not a first time buyer).
    
    
  • Past renewals (if not a first time buyer).
    
    
  • Company information Service provided or products produced.
    
    
  • Your industry.
    
    
  • Your future (strategic) plans for the company.
    
    
  • Greatest opportunities, greatest challenges
    
    
• Organize the data in a clear and concise manner for submission to the prospective insurance carriers for quotation.
  
  
• Conduct a detailed review of the submitted quotation(s) from the interested insurance carriers.
  
  
• Organize and summarize the plan quotations of the best potential fits for presentation to our client to include:
  
  
  • Plan features and cost comparisons (for the company and the employees).
    
    
  • The strengths and weaknesses of the various carriers.
    
    
  • The added value services provided by each carrier.
  
  
• Assist our client through the evaluation of the options and in the selection of the best fit for their unique needs.
  
  
• Administration, registration and set-up.

        After Sales Support

• Provide plan education for the plan administrator and employees.
  
  
• Facilitate ongoing information exchange and problems solving functions.
  
  
• To be the main liaison between the client, their employees and the insurance carrier.
  
  
• Taking calls, problem solving, answering questions and providing responses to inquiries.
  
  
• Conduct ongoing plan review and analysis.
  
  
• Ensure ongoing open communication.
  
  
• Forward health related information and articles of interest and concern to our clients and their employees.

We point you in the right direction then help keep you on course