Our Expertise
Client Service Strategy
The support your clients want.
We take a proactive approach to benefits management to ensure your clients Benefit Programs launch and run flawlessly.
Your clients will have access to everything they need to effectively manage their benefit programs.
We are here for you and your clients every step of the way.
Small Group Support Scope
Large Group Support Scope
Large Group Support Scope
- Review Summaries and SBCs for accuracy
- Prepare and distribute carrier enrollment materials (electronic and/or shipped)
- Prepare and process new business documents/forms, ensuring accuracy and timely submission
- Manage implementation through install
- Obtain ID numbers and approval letter
- Year-round dedicated account management team for ongoing support
- Assist with new hire enrollments, changes, and terminations
- Request carrier ID numbers and/or ID cards
- Provide claims advocacy and dispute resolution
- Perform bill reconciliation
- Manage carrier/vendor relationships and serve as liaison
- Conduct enrollment and educational meetings (in-person and/or virtual)
- Provide plan alternatives with thorough analysis
- Access to Zywave Client Cloud, a comprehensive HR and Compliance Resource Center
- Facilitate enrollment technology implementation (Ease, PEO, etc.)
- Access to top-ranked employee benefits law firm for legal questions and concerns
- Provide benchmarking data
- Provide quotes for all lines of coverage: Medical, Dental, Vision, LTD, STD, Voluntary Benefits, and PEO
- Provide customized employee communications (plan election forms and benefit overview guides for 20+ enrolled small groups)
- Obtain and prepare renewals for all lines of coverage
- Create customizable materials via the online Marketing Resource Center
Large Group Support Scope
Large Group Support Scope
Large Group Support Scope
- Review Summaries and SBCs for accuracy
- Prepare and distribute carrier enrollment materials (electronic and/or shipped)
- Prepare and process new business documents/forms, ensuring accuracy and timely submission
- Manage implementation through install and obtain ID numbers and approval letter
- Year-round dedicated account management team for ongoing support
- Assist with new hire enrollments, changes, and terminations
- Request carrier ID numbers and/or ID cards
- Provide claims advocacy and dispute resolution
- Perform bill reconciliation
- Manage carrier/vendor relationships and serve as liaison
- Conduct enrollment and educational meetings (in-person and/or virtual)
- Offer plan alternatives with thorough analysis
- Access to Zywave Client Cloud, a comprehensive HR and Compliance Resource Center
- Facilitate enrollment technology implementation (Ease, PEO, etc.)
- Access to top-ranked employee benefits law firm for legal questions and concerns
- Provide benchmarking data by industry, product, and plan design
- Marketing and analysis for all lines of coverage: Medical, Dental, Vision, LTD, STD, and Voluntary
- Underwriting team reviews and markets with all major carriers for maximum savings
- Provide detailed analysis on all lines of coverage to determine best available options
- Offer alternate funding strategies (if available and requested)
- Plan contribution analysis and modeling
- Prepare customized interactive Benefit Overview Guides and Benefit Guide Microsites
- Send text messages and email communications through the TruHu portal
- Provide online enrollment setup and support through top-rated Ben Admin partners
- Mid-year claims utilization review to examine trends and provide insight on plan performance
- Identify potential benefit plan changes and/or program enhancements for upcoming renewal
- Provide strategic actions directed at improving the quality and affordability of the health plan
- ACA and ERISA compliance support
- Access customizable materials via the online Marketing Resource Center
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