Trust
 

 Innovation
 

 Results
 

 Stewardship

Renewal Services

• Underwriting analysis of renewal
• Creating actuarial rates
• Claims analysis to isolate problematic areas
• Quarterly or Mid-year plan performance executive summaries
• Insurance carrier contract renewal
• Carrier evaluation
• Voluntary needs analysis and market study
• Ancillary lines of coverage renewal
• Needs Assessment and Gap Analysis
• Carrier Analysis/ Situation Analysis
• Benefit Plan Procurement and Implementation
• Rate and Financial Funding Negotiation
• Terms and Conditions Negotiation
• Customized employee benefit plan design
• Data Analysis
• Plan and Contribution Bench Marking Analysis

Enrollment and Communication

• Employee plan selector module
• Employee enrollment meetings
• Collection and review of enrollment materials
• Enrollment communication to carrier
• Retirement plan administration
• Enrollment communication campaign
• Employee newsletters
• Benefits education campaign
• Employee benefit statements
• Wellness campaign design, rollout and monitoring for successes and improvements
• HR Training 200+ on demand courses

Strategic Benefit Planning         

• Needs Assessment and Gap Analysis
• Carrier Analysis/ Situation Analysis
• Benefit Plan Procurement and Implementation
• Rate and Financial Funding Negotiation
• Terms and Conditions Negotiation
• Compliance / Communication Resources
• Customized employee benefit plan design
• Data Analysis
• Plan and Contribution Bench Marking Analysis
• Projections
• RFP creation
• Reporting and Market Intelligence
• Executive Benefit Reviews and Programs

Legislative and HR Compliance

• Health Care Reform
• COBRA
• HIPAA
• FMLA
• Section 125
• HRA and HSA
• Medicare Part D
• Additional employment law compliance
• Summary Plan Description audit, review and corrections
• Private portal for to access HR/benefits information and administration
• Hot Hotline Phone Access to HR advisors National and Regional expertise 9am-8PM EST
• HR Library with over 1,000 forms, documents, tools, checklists and templates for every HR need
• Health Care Reform Pay or Play Modeling
• Health Care Reform dependent eligibility and waiver analysis
• Employee surveys and questionnaires
• Creation of employee benefits strategic plan
• Benchmark plan design and premium share for planning and comparison
• Ongoing service and advocacy with carrier
• Annual Service Calendars with an Accountable and Measurable Process
• Claims Data Analytics by Staff Underwriters
• Reporting and Market Intelligence
• Compliance and HR Strategic Support and Service
• Wellness Coordination Services
• Employee Management Services