

SERVICES AND AREAS OF CONCENTRATION
CLIENT SERVICES
- Evaluating and developing corporate benefits philosophy
- Setting objectives in line with client goals
- Redesigning benefit programs to expand benefits and lower costs
- Explaining how current plans and redesigned programs work
- Presentations to employee and management groups of any size
- Executive workshops to analyze plan details
- One phone call problem resolutions
- Communicate strategic plans and options
- Review and analyze financial performance of benefit plans
- Provide periodic stewardship reports (monthly, quarterly or annual)
- Evaluate partner/vendor relationships and contractual arrangements
- When appropriate survey markets for alternative providers
- Keep client abreast of market trends and new developments
- Troubleshoot problems, anticipating solutions
AREAS OF CONCENTRATION
- All healthcare plans including but not limited to medical, dental, pharmacy, and vision
- Disability plans both short term and long term for both groups and individuals
- Life insurance plans: individual, group, voluntary
- Executive medical benefits
- Executive remuneration and retention programs
- Telemedicine programs
- Other programs to enhance job satisfaction and employee retention
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