Our clients are all very successful and very busy.  As a result, our services come to you, not the other way around.  In every aspect our services are comprehensive, detailed, and intuitive.  They span a wide swath however the typically aggregate under the following headings:

Analysis Our Process

  • Situational Analysis – census, benefit levels, contractual review, gap analysis, etc
  • Compliance Analysis – ERISA, DOL, Situs, State Insurance Guidelines
  • Vendor / Carrier Analysis – product, systems capabilities, financials, trends
  • Benchmarking Analysis – prevalence and design – by industry, size, location


  • Confirm Objectives
  • Research, evaluate, and model solution options
  • Tailor recommendation to accomplish stated objectives
  • Manage RFP process
  • Select finalists
  • Provide decision support

Implementation / Enrollment Support

  • Develop implementation and communication strategy and tactical plan
  • Detailed Timeline development and management
  • Create custom communication materials and employee enrollment experience
  • Manage distribution of all communications (electronic, telephonic, one on one, etc.)
  • Data Control and policy issue support

Ongoing Administration

  • Ongoing development and management of administrative protocols
  • Annual benefit updates and New Hire enrollments
  • Billing support and reconciliation
  • Review performance and annual eligibility
  • Individual claims support
  • Research and resolve service issues