Our Services

Education

Robust Website
Ongoing Broker & Marketing Education
Notice of Carrier Updates
Enacted Legislative Updates
Sponsorship of Industry Associations

Employer HR Services*

COBRA (1st Year Administration Fees)
EAP (1st Year Administration Fees)
EaseCentral (Subsidy with Subscription)
ERISAEdge (Initial Set Up Fee)
FSA (Initial Set Up Fee)
HR360 (1st Year Fees)
Other Online HRIS (Subsidy Option)
POP (No Charge 1st Year)

*New business meeting specific guidelines may be eligible to receive
HR Services at no charge or a reduced rate for one year.

Employer Training

Group Administrator Meetings
Online Group Administration Tool Training
In-person or Online Meetings

Enrollment Support

REQUEST ENROLLMENT SERVICES
New Enrollment Meetings
Bilingual Enrollment Meetings
Open Enrollment Meetings
True, Online Enrollment
Employee Enrollment Kits (+eKits)
Contribution Worksheets
Employer Administration Packets (+eKits)
New Hire & Termination Processing
New Hire Worksheets
Employee Level Plan Changes
Member Eligibility Verification
Claim Resolution
Network Disruption / Comparisons
Membership / Billing Resolution

Quoting

Customized Online Proposals
Renewal Quoting
Rate Increase Reminder Notices for Requotes
Final Rate Generation

Sales Support

Dedicated Group Specialists
Assistance with Employer Presentations
Sales Materials
Assistance with Renewal Strategy
Broker Commission Assistance
Broker of Record Transactions
Book of Business Reports

Underwriting

"Best Fit" Guidance
New Case Pick‐Up
New Case Processing
Benefit Modifications
Group Approval Letters
Member ID Communication
Eligibility Verifiation
Recertification Guidance

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