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.
