Benefits and Technology that Align with Your Corporate Culture & Demographics
Compliance & Governance Support
Guidance & Advice
- Strategic planning, ACA, and ERISA Compliance to stay informed and meet requirements as changes occur in the market.
- Benefits-related guidance on questions such as controlled group, employment contract terms, claims, eligibility, etc.
Acccess To:
- Third-party resource center for addressing your workforce issues.
- Strategic partners such as employee benefits law firms and third-party administrators.
- Benchmarking data available by industry, product, and plan design.

Group Benefits Agency & Brokerage
Planning
- Our underwriting team will analyze and market for all lines of coverage, including alternative funding strategies for Medical, Dental, Vision, LTD, STD, Voluntary Worksite Benefits, PEO, HRA, HSA & Reimbursement Plans.
- Provide advice and direction on selecting appropriate coverage options to execute your strategy, including subsidy modeling and analysis.
- Claims utilization review to examine trends and provide insight into plan performance.
- Strategic direction for improving the quality and affordability of benefits.
Deployment
- Plan Documents & communications reviewed for accuracy.
- Supplemental materials are prepared to fill any gaps in traditional carrier marketing.
- Manage implementation through application preparation, carrier/TPA plan design configuration, eligibility, and enrollment file submissions. We support taking you from selection to obtaining ID numbers and an approval letter.
- You are always responsible for reviewing and approving your data and reading and signing off on policies and contracts.
- You can outsource the benefits setup in your HCM Platform through our WorkTech Consulting Services, priced and billed separately.
Account Management
- The account management team is available for day-to-day support questions and concerns.
- Guidance with new hire enrollments, changes, and terminations.
- Claims advocacy and dispute resolution.
- For customers meeting minimum requirements, a comprehensive customized benefit guide is available.
*Services may differ between small and large market customers.