Our Services

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

• "Best Fit" Guidance
• New Case Pick‐Up
• New Case Processing
• Benefit Modifications
• Recertification Guidance

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

• 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

• Robust Website
• Ongoing Broker & Marketing Education
• Notice of Carrier Updates
• Enacted Legislative Updates
• Sponsorship of Industry Associations
• Group Administrator Meetings
• Online Group Administration Tool Training
• In-person or Virtual Training

• COBRA – 1st Year Administration Fees
• Ease – Subsidy with Subscription
• FSA – Initial Set Up Fee
• Other Online HRIS – Subsidy Option
• POP – No Charge 1st Year

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