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)

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Outsource your employee benefit responsibilities to the professionals