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1. Clients Needs Assessment
Identification of your business goals, budget and employee benefit requirements.
2. Design Personalized Plan
Strategize with a number of insurance carriers to design a variety of plans that meet your objectives and those of your employees.
3. Present Plan Options
Plan options are presented to the decision makers for the final selection process.
4. Application Process
Interface between your company and the insurance carrier to ensure that all the information needed to develop a firm rate is available to the carrier. |
5. Finalize Plan Design
Once the rate has been determined, the plan is further customized to assure your financial objectives and the needs of your employees are met.
6. Implementation and Education
Your customized plan is implemented and, if desired, seminars are conducted to educate your employees and their spouses on how to use their benefits.
7. Continuous Service
We ensure an ongoing hands-on-relationship with you and your employees and their spouses. |