Professional Insurance Services for Employer Sponsored Benefits
Employer Sponsored Benefit Services:
Brokerage Services for: Group Medical, Dental, Vision, Life, Disability, Secondary Medical “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 & carrier negotiations 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
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, Workers Comp & General Liability preferred vendor access
Up to 4 On-site visits for on-boarding, benefits communication, employee surveys, benefits training or worksite product claim filing day.
HR Related Free Features & Upgrades
Payroll Software
Cobra Administration
Wrap Documents Section 125/ ERISA
HSA/HRA/FSA
1094/1095 Reporting, E-Filing & Mailing
W-2 & 1099s
Applicant Tracking
Compliance Management
Paid Time Off
Time & Attendance
Performance Management
Recruiting
Access to SHRM/HR Specialist
Perform ERISA audit/ HR Assessment
File From 5500
Employee Handbook
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Outsource your employee benefit responsibilities to the professionals
