Process
To deliver the highest level of service, it is imperative that we fully understand the goals and long-term strategic plans of our clients so that we can incorporate them in our benefits planning process. The approach we utilize is a seven-step process:
Discovery
- Review state of the company, financial status, and relevant company
- Ascertain corporate goals and objectives, and strategies
- Analyze current benefits plan
- Assess employer/employee tolerance for change
- Collect current benefit plan specifications
Planning
- Prepare Request for Proposal (RFP)
- Assess viable provider/TPA candidates
- Manage RFP response time line
Evaluation
- Analyze RFP responses
- Negotiate and fine-tune candidate proposals
- Negotiate pricing and performance guarantees
- Prepare executive summary of finalists' proposals
Recommendation
- Presentation of findings to client
- Offer recommendations and evaluative support
Implementation
- Prepare implementation time line
- Manage benefit communications and enrollment
- Manage carrier delivery
Compliance
- Prepare health and welfare 5500's
- Prepare ERISA summary annual reports
- Review SPD's service contracts and plan amendments
- Educate/advise clients on regulatory changes ( i.e., HIPAA, FMLA, ERISA)
Continuous Client Service
- Designated, licensed, Client Service Manager
- Online client newsletter
- Semi-annual seminar series
- Quarterly client meetings and mid-year pre-renewal review
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