Small-Business Services
Custom-designed, scalable benefits solutions
Choosing the right benefits solution partner is critical to attracting and retaining the best people while preserving the hard-earned dollars you need to grow your business.
As a comprehensive benefits brokerage and consulting firm, we provide a wide range of flexible programs and services for small to midsized businesses. Our experienced consultants work with your organization to design the most cost-effective, functional benefits solutions possible. We give you honest advice, help you implement your benefits program, and provide ongoing assistance to make sure you continue to realize maximum value-even as your needs change.
Available, tailored services include:
Account management services and support
- Enrollment assistance, including meeting and presentations
- Claim compliance and problem resolution
- Contract and SPD compliance and review
- Competitive bidding of any coverage, as needed
- Assistance in committee or board presentations
- Stop-loss procurement, intervention and reimbursement assistance
- Billing or eligibility assistance
- Health fair facilitation
Assessment, tracking reports, ongoing support
- COBRA rate development and annual adjustments
- Renewal assistance, including financial and plan negotiations
- Budgeting assistance including plan projections and estimated plan change savings
Government-regulation compliance help
- 5500 Schedule A preparation assistance
- HIPAA/privacy compliance auditing*
- HR practices consulting*
*some services provided by strategic partners
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