November 28, 2021

Employee Benefits Consulting

Our firm has developed a unique and very successful model for assisting clients with their Employee Benefit plans.  Essentially, we perform all of the traditional roles and duties of a benefits consultant, including:

  • Strategic plan design

  • Marketing of plan coverages with all major insurance carriers

  • Research and presentation of alternative plan designs

  • Implementation of plan design changes

  • Assistance with all insurance carrier negotiations

  • Problem resolution 

However, we have also developed an enhanced customer service model which has allowed our clients to dramatically change the way they administer employee benefits.  Our approach enables clients to realize true cost reductions, and provides them with a more efficient and employee focused delivery model. 
Our enhanced level of services include:
  • Employees are encouraged to contact our agency directly for all benefit related questions and problems, including:
    • Claims
    • Eligibility
    • Coverage questions
    • General problem resolution
  • We prepare and distribute all employee benefit communication pieces, including:
    • Benefit Overview Booklets
    • Enrollment Forms
    • Benefit Summary Statements
    • Online content
    • Newsletters
  • Our staff handles all enrollment procedures for new employees including:
    • Benefit program orientation
    • Delivery of all enrollment materials
    • One-on-one enrollment consulting and assistanceRM Headshot
    • Collection of all enrollment materials
    • Processing enrollment with all insurance carriers
  • To further facilitate annual open enrollment our agency prepares individualized re-enrollment materials for every employee
  • We provide educational materials to help your employees understand
    • The outside influences that are affecting their plan, including Health Care Reform and National or Industry Trends
    • The internal issues impacting your firm’s benefit plan, including claim experience, utilization, and plan financials
    • Any changes to plan design, contributions, or coverage
  • We assist with the preparation and reconciliation of all billing statements from insurance carriers


In addition to being an employee benefits broker, we endeavor to work with clients to minimize or totally alleviate the burden of benefit program administration.  This approach has allowed our clients to save substantial amounts of time and money by eliminating job responsibilities currently handled by internal staff.  In a time where true benefit plan cost control and reduction is critical, we have established a track record of providing true value for our clients.