Customized Insurance Solutions

We recognize each business is different. Our approach is to work with your company’s budget, benefit goals and employee population to provide benefits that help attract and retain quality employees. We recognize that the needs of a business vary based on the size of the group and also need to be scaled up as your team grows and business flourishes.

Here are some ways we provide customized solutions based on your group size:

for all groups 1-19 Employees

  • Review and implement a medical plan with your budget in mind

  • Provide renewal information including rates, benefit summaries and SBCs for your employees

additional services for 20-49 Employees

  • Provide COBRA model notices and guidance

  • Assist with complexities of Medicare/Group Benefits integration

  • Explore full benefit packages that may include Group Life, Long Term Disability, Voluntary benefits

additional services for 50-99 Employees

  • Provide regulated ACA filing assistance (fee for service)

  • Review and analyze detailed utilization reports from carriers to determine best strategy for future planning

  • Leave management guidance

additional services for 100+ Employees

  • Provide 5500 filing services, per DOL regulation

  • Assist with imputed income requirements for Group Life insurance plans

  • Strategize open enrollment messaging and delivery for optimal reach