What We Do
Employee Benefits

“In Insurance the scariest thing a business owner can say is 'This is the way we’ve always done it.”
With our background firmly rooted in Fiduciary based Financial planning we can confidently say- Insurance markets move fast and are just as complicated as Securities. Even the simplest questions can be a mystery. How much are you paying your agent and where are they incentivized? Most agents work as a percentage of commission, getting a raise every year, YOU pay more. The scariest thing a business owner can ever say in Insurance is – This is the way we’ve always done it.
Employee Benefits are a consistent top 3 P&L Expenses for businesses around the country. With this being the case shouldn’t Insurance be treated just like any other department in your business?
- What is your Strategy?
- Is there a business plan?
- How do you plan on dealing with Medical Inflation and rising RX Costs?
- How will Employee Contributions change?
Compliance

- Cobra
- All Required COBRA Notifications
- Accurate Summary and Detail Reporting
- Accurate Timeline Tracking
- Superior Client and Participant Support
- Collection & Remittance of COBRA Premiums
- Maintenance of Federal Record-Keeping Requirements
- ACA Reporting
- Eligibility Tracking for Hourly Employees
- Set-up stability and administrative periods
- Easily track hours during measurement periods
- Quickly identify eligible employees
- Simple import of hours
- 1094/1095 Reporting
- Track and categorize your employees
- Import health plan enrollment data
- Calculate affordability & monthly FTE
- Generate and send 1094-C and 1095-C reports
- Wrap Documents
Technology

Benefits Administration All-in-One Benefits Solution
- Get new hires enrolled quickly
- Compare and select plans
- Review coverage status for all employees
- Monitor employee enrollment status and deadlines
- Manage contribution levels
- Store, review, and acknowledge important plan documents
Simplified Benefits Administration
Easy to Manage
Enroll, renew, & manage your employee benefits online
No Tricks Up Our Sleeve
Simple HR and employee self service portals
Always Open
Review benefits and plan details 24 hours a day, 7 days a week, 365 days a year
Employee Benefits on Mobile
We've made it simple for employees to enroll and access their benefits and HR resources online from their smartphone or mobile device. Employees can:
- Enroll in their benefits
- View compliance documents
- Request & view their PTO
- View list of company contacts
- View their benefit details