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Provide you with a
“customized” on-line
employee benefit web based
system to consolidate all of
your insurance products,
Company information, and
enrollments into one website
location…allows for 24/7
employee communication.
**For accounts with 25+
employees enrolled on
multiple lines of coverage**
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Provide you access to a full
HR “Employment Guide” which
provides you 24/7 access to
HR forms and policies, and
answers to HR questions
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Your broker or service
representative will schedule
a visit as needed to be on
site for 1-2 hours to answer
employee questions, help
with new enrollments and
reconcile bills
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Provide quarterly meetings
to review plans and
administration
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In-house service
representative available to
assist you via telephone
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Quarterly newsletter sent to
all accounts
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Monthly attendance of
carrier meetings to obtain
updates for our accounts
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Shop all viable carriers on
your behalf to provide you
with the best selections
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Negotiate with your
insurance carrier to get you
the lowest price possible
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Conduct enrollment meetings
in conjunction with your
carrier of choice
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Offer “lunch and learn”
seminars throughout the year
to update you on the newest
products available…HIPAA,
HRA, HSA, FSA, LTC
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Offer COBRA seminars in
conjunction with
Infinisource, Inc. to update
you on the changes in COBRA
law…and offer discounted
COBRA services
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We have
401K Administration
services and wealth
management services
available through our
partner firms
