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

  • Online Census Collection Tool
  • 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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