ABC CompanyIntroducing Our Expanded Client Services Platform

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Standard Brokerage Services

•Shop coverage once a year

•Provide customer service

Most reputable brokers can deliver these services…

Where True Value is Added

In addition to our superior consulting skills, we offer a variety of benefit technology modules that will help you administer your benefit plans and help your employees better appreciate their benefit package.

Our Core Value-Added Services

•Communication

•Compliance

•Enrollment

Communication – Benefit Websites

Customized Benefit Websites are well organized and provide quick access to resources and other online services that will allow your employees to handle many benefit administration tasks by themselves.

This allows you more time to focus on more critical functions and aspects of your job.

Communication – Benefit Websites

Plan information and other documents and resources can be accessed through one easy to use web-based portal any time of day or night, eliminating the need to navigate through various carrier sites and web pages to find the materials you and your employees need.

Websites are fully customizable to your organization’s theme. Any documents, links, and resources can be accessed from a single location.

Communication – Benefit Websites

Along with benefit plan information, handbooks, policies, and forms for employees to access – these websites can supply additional resources that are available only to the plan administrator, by simply using a separate password for the same website.

These sites eliminate the need to maintain blank enrollment and claim forms in your files as they are quickly downloaded and printed from your computer.

Communication – Hidden Paycheck

This site can also include a total compensation calculator that can be used to produce customized benefit statements for the employees. These statements will include the cost of benefits, vacation time, pension match, and any other fringe benefits provided by your organization.

Communication – The CommCenter

HIPAA restricts sending Personal Health Information such as social security numbers and medical details in an unsecured fashion.The CommCenter is an easy to use communications tool that allows you to exchange sensitive documents and materials with our agency through a HIPAA compliant portal.

Compliance – Employment Laws

Plan administrators can also access a wealth of compliance information including detailed compliance guides that outline HR protocols, review state and federal laws, guidelines, websites, and articles, and even download posters for the workplace.

Compliance – HR eBooks

Access to HR eBooks provides a variety of important forms and templates for interviewing, hiring, maintaining , and terminating employees.

Enrollment – The Forms Wizard

A custom forms library is prepared with your insurance carrier forms, federal forms, required notices and other standard employer forms. Using a simple spreadsheet, basic employee information is automatically printed onto each form!

Quickly generate new hire packets, ease renewals, or change carriers. This speeds up employee meetings and leads to greater accuracy at the carrier level.

Enrollment – Small Group

This comprehensive online application system for small group underwriting enables you to get group rates much more quickly and accurately.

Employees can complete the application process online at work or at home. Each enrollment form is complete and legible, greatly reducing carrier requests for missing information. All information is saved from year to year, simplifying enrollment for any future plan changes.

Enrollment – Large Group

For both large and small groups this intuitive online system streamlines the process for non-health underwritten enrollment.

Employees can complete the application process online at work or at home. Forms can be faxed to the carrier directly from the system and printed for your records. All information is saved from year to year, simplifying enrollment for any future plan changes.

Earning Your Business

•Communication▫ Benefit Websites▫ Total Compensation Statements▫ HIPPA Secure Communications Tool

•Compliance▫ Employment Laws and Compliance Resources▫ Forms and Templates for Hiring and Terminating

•Enrollment▫ Generate New Hire Packets▫ Large and Small Group Solutions▫ Ease Renewals and Carrier Changes