Our Process:   Discover  |  Design  |  Deliver

Over the past 18 years, we have continuously asked our clients "How can we improve our process for you?".

With that feedback, we have developed a highly effective method of understanding our client's business objectives and incorporating that knowledge into designing and delivering a superior benefits program.

Discover

In the discovery phase we uncover how employee benefits fits into your business objectives and employee culture. We incorporate both the employer and employee perspectives.

Essentially, we identify "where you are", and "where you would like to be".

Design

With a clear understanding of your objectives, we leverage our market knowledge, carrier relationships and technical expertise to design your employee benefits program.

Our focus is on long lasting solutions, not short term fixes.

Deliver

We present your plan options in a clear, concise format along with our recommendation.

Our service does not cease upon your selection. As your employee benefits partner we provide support for communication, enrollment, billing, general questions and claim support.

Service is the foundation of our business.

Proactive Renewal Process

Our philosophy on the renewal process is to be proactive. We contact our clients well in advance of their renewal date so they have time to make an educated decision, rather than rushing to meet a deadline.

We analyze your current design structure to ensure it still aligns with your corporate mission and objectives. We then "go to market" to make sure you are getting the most value for your investment.

 

Discover

We discover "where you are" and "where you would like to be".

Design

We design an employee benefits solution that suits your needs. We focus on long lasting solutions, not short term fixes.

Deliver

We deliver support for communication, enrollment, billing, general questions and claim support.

Service is the foundation of our business.