What We Do

Employee Benefits

Client Centered

“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?


Client Centered
  • 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


Client Centered

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


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