Discussion and analysis of needs and desires; creation of appropriate plan format.
Market searches for underwriters best suited to desired programs.
Opinions and recommendations presented in an well-organized manner.
FINANCIAL REVIEW OF GROUP INSURERS
Review and summarization of each carrier’s strengths and weaknesses based on thirdparty
Assistance in setting up the administration and enrollment to ensure the plan is on-line.
Ongoing help with questions & concerns, and with administration and claim problems.
Staff training, management advisement, employee orientation.
Newsletter, notices seminars, and independent employee consultation.
Annual discussion of plan design, renewals marketed for value pricing.