Group Benefits Consulting

group benefits consulting
Plan Design
Discussion and analysis of needs and desires; creation of appropriate plan format.
Quotations
Market searches for underwriters best suited to desired programs.
Recommendations

Opinions and recommendations presented in an well-organized manner.

Financial Review of Group Insurers
Review and summarization of each carrier’s strengths and weaknesses based on thirdparty analysis.
Implementation
Assistance in setting up the administration and enrollment to ensure the plan is on-line.
Service
Ongoing help with questions & concerns, and with administration and claim problems.
Communications
Staff training, management advisement, employee orientation.
Education
Newsletter, notices seminars, and independent employee consultation.
Renewal Underwriting
Annual discussion of plan design, renewals marketed for value pricing.

HOW WE HELP

After years of living the “rat race”, you are looking…

You are more experienced now, your bank…

During the last market downturn a few years ago…