- We are going to treat you as family because you are
- We are going to give full attention to your needs
- We are going to educate you
- We are going to listen to you
- We are passionately committed to your best interests
- We will strive to be your most trusted advisor for life. Someone you can turn to at every interval and communicate, when necessary, the ideas and advice that will help you make the right decisions
- We are a small business so we understand small business
- Experience our Employee Concierge Service
“There is always a risk in starting a new relationship. Hire us today. If we don’t do what we say we will do, FIRE US IMMEDIATELY! We will help you find another consultant and buy you lunch.”
Service
In-House & Vendor Partnerships
- Prompt, hassle free service the same day
- Complete review at renewal
- Coordinates enrollment meetings and materials
- Investigates claim and billing inquiries
- Assists with employee benefit changes and updates
- Service calls
- References provided
- Plan Document Preparation
- ACA Reporting and Compliance
- Human Resources Information Systems
- Technology for Paperless Online Enrollments
- Benefit Management Systems
- Online HR Tools
- HR Seminars
- Onboarding
- Time and Attendance
- Payroll Services
Proposals
Present Proposals
Present quality benefit proposals that are easy to understand
Coordinate Sales
Coordinate sales & initiate the renewal process
Negotiate Renewals
Negotiate competitive renewal
Alternative Quotes
Obtain alternative quotes from other carriers
Benefit Reviews
Provide benefit reviews and market analysis