Qualitative and quantitative needs analysis to determine company culture, budgets and objectives to ensure optimization of plan design/premiums.
Comprehensive analytics and reporting:
- Group Benefits: Quarterly reports to measure plan effectiveness and annual plan benchmarking to provide awareness into plan competitiveness.
- Group Retirement: Semi-annual and annual plan review to provide contribution and asset allocation insights.
- Customized Reports: Tailored reports based on each organization’s unique needs such as reconciliation reports.
Infrastructure is hosted in a facility meeting the following compliance requirements: ISO/IEC 27001:2013, SSAE18, PCI-DSS, CSAE 3416, HIPPA/HITECH. Our platform is locked down to prevent unauthorized devices using 2 methods of authentication.
Risk mitigation and compliance adherence through our annual plan compliance reviews.
Innovative technology like access to an online HR & Benefits administration platform through our strategic partner channels.
Client Service Team:
Dedicated client service team to assist in plan implementation and ongoing plan management.
Employee Engagement Services:
- Interactive workshops to provide education and insights on industry topics such as financial literacy.
- Total compensation reports distributed annually to plan members.
Additional Services & Products:
Proprietary newsletters, videos, and access to individual risk management products like Life Insurance conversions, Critical Illness, Long Term Disability, and In/Ex Pat coverage.
Come Interview Us & See If We Are The Right Fit For You
We'd Love The Opportunity To Earn Your Business