Step I: The Assessment

Visit with you for about 20 minutes to learn about your company and the role benefits play.  Together, we articulate your challenges and illustrate your goals related to employee benefits.

Briefly present the various options and resources available and how they can be utilized to address your business needs.  Provide answers to your questions and concerns.  If you decide to proceed, we schedule step two.

Step one may consist of more than one conversation as resources are pooled to address your questions and concerns.

Step II: The Red Tape

Review with you precisely how your chosen solution(s) will be implemented.  Utmost consideration is given to reducing the time commitment required by you and your employees.

Setup documentation is completed and we schedule step three.

Step III: The Enrollment

Enrollments can lead to a plethora of pitfalls as you try to implement your benefits. For this reason, I only partner with companies that provide either comprehensive enrollment services or provide me the ability to take the burden off of you. 

Step IV: Continuing Service

By step four, I consider myself an employee of your company in terms of my obligation to provide continuing service.  Approximately half of my time is spent addressing employer and employee needs after the enrollment.  Services include enrollment of new hires, providing resources to employees as needed, and keeping you up to date on important happenings in the industry that may affect your business. 

Schedule an assessment or review the specific types of services provided.