Professional Insurance Services for Employer Sponsored Benefits
Employer Sponsored Benefit Services:
Brokerage Services for: Group Medical, Dental, Vision, Life, Disability GAP & Worksite Voluntary
Flexible Services: Brokerage Only/ Advisory Services or Full Benefits Out-Sourced Management
Employee Benefit Communication- Personalized Benefit Delivery & On-Site Communication Meetings
Personalized Claims Advocacy Resource
Benefit Administration Systems, Payroll & ASO Arrangements
Compliance for COBRA, FMLA, ERISA, FSA, HIPAA, Medicare Part D, PCORI & more.
Benefits, Payroll, HR all under one umbrella
Employer Benefit Service Options
2-100 Employees
Brokerage Only Services
Initial Analysis & development of customized strategic benefit plans
Brokerage evaluation includes obtaining quotes from providers & vendors to fulfill benefit planning strategy
Annual bench-marking to ensure competitiveness in the market
Pre-Renewal planning 90 days in advance of anniversary date
Benefits Implementation includes adopting plans. Executing docs pre-populated & delivered via Docu-Sign for easy implementation
Easy Elect Census to capture initial enrollment
Train staff on how to process eligibility with insurance providers & vendors
Provide basic benefit materials so that employer can properly market plan to employees
$50 monthly minimum
Brokerage + Management Services
Includes everything in Brokerage Section, plus:
All employees enroll in benefits via customized on-line benefits portal/administration system
Digital/ Paperless employee benefit enrollment through portal shows employer and employee costs per pay period
Benefit Portal integration solutions with payroll systems for seamless benefit accuracy and control
Benefit Portal benefits management
Monthly maintenance of on-boarding/ off-boarding insurance members
Reconcile post open enrollment provider & vendor invoices
On-site or virtual open enrollment meetings
One Source Customer Service for employer, employees and dependents for service & claims advocacy needs.
Real-time carrier consolidated invoices thru BernieBill
Perform Medicare audit & provide beneficiaries with pathway to secure Medicare options
401K preferred vendor access
Up to 4 On-site visits for on-boarding, benefits communication, employee surveys, benefits training or worksite product claim filing day.
$50 monthly minimum
HR Related Upgrades
2025 Pricing
Payroll Software $46 per FEIN/ month
Cobra Administration $1.25 PEPM
Wrap Documents Section 125 $250 base fee per FEIN
HSA $3 PEPM/ HRA $5 PEPM
Healthcare/ Dependent Care FSA $4 PEPM
1094/1095 Reporting, E-Filing & Mailing $100 base fee + $8 per form
W-2 & 1099s $60 base fee +$5.23 per form
Applicant Tracking $25/month
Compliance Management $17/month
Paid Time Off $17/month
Time & Attendance $17/month
Performance Management $17/month
Recruiting $191/ month
Access to SHRM/HR Specialist (call for details)
Perform ERISA audit/ HR Assessment (call for details)
File From 5500 (call for details)
Employee Handbook (call for details)
CONNECT WITH US
Outsource your employee benefit responsibilities to the professionals















