Group Benefits Consulting

PLAN DESIGN

Discussion and analysis of needs and desires; creation of appropriate plan format.

QUOTATIONS

Market searches for underwriters best suited to desired programs.

RECOMMENDATIONS

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
analysis.

IMPLEMENTATION

Assistance in setting up the administration and enrollment to ensure the plan is on-line.

SERVICE

Ongoing help with questions & concerns, and with administration and claim problems.

COMMUNICATIONS

Staff training, management advisement, employee orientation.

EDUCATION

Newsletter, notices seminars, and independent employee consultation.

RENEWAL UNDERWRITING

Annual discussion of plan design, renewals marketed for value pricing.