ABC Company
Introducing
Our Expanded Client
Services Platform
insert contact information
Standard Brokerage Services
• Shop coverage once a year
• Provide customer service
Most reputable brokers can deliver these services…
Where True Value is Added
In addition to our superior consulting skills, we
offer a variety of benefit technology modules
that will help you administer your benefit plans
and help your employees better appreciate their
benefit package.
Our Core Value-Added Services
• Communication
• Compliance
• Enrollment
Communication – Benefits Website
Customized Employee Benefits Website
• Employees can access this online resource 24/7 to get
plan information.
Customized HR Website
• Specifically for the plan administrator. In addition to
plan information, sites hold experience reports and other
resources that will assist with the administration of the
benefit plan.
Communication – Hidden Paycheck
Total Compensation Statements
• We can provide you with a customized online wizard that
allows you to produce statements for employees that
highlight all the costs and additional benefits they
receive beyond their salary.
Communication – The CommCenter
A Secured Online Communication Portal
• HIPAA restricts sending Personal Health Information
such as social security numbers and medical details in an
unsecured fashion.
• The CommCenter is an easy to use communications tool
that allows you to exchange sensitive documents and
materials with our agency through a HIPAA compliant
portal to help you comply with these new privacy laws.
Compliance – Resources
Employment Laws & Guidelines
• Provides business owners and managers the ability to
easily access employment laws by state or federal
jurisdiction.
HR eBooks
• An online reference that provides guidance and forms for
interviewing, hiring, and terminating employees.
Enrollment – The Forms Wizard
Instant Apps HR
• A custom forms library is prepared with your insurance
carrier forms, federal forms, required notices and other
standard employer forms.
• Using a simple spreadsheet, basic employee information
is automatically printed onto each form.
• Quickly generate new hire packets, ease renewals, or
change carriers. This speeds up employee meetings and
leads to greater accuracy at the carrier level.
Enrollment – Small Group
Online Underwriting and Enrollment
• Employees login and fill out enrollment information
online.
• System maps all the data to the carriers actual
enrollment form. This allows us to efficiently market
your health plan.
• Health information is saved in the system and employees
only need to spend a few minutes updating their
information in future years.
Enrollment – Large Group
Online Enrollment
• Employees login and fill out enrollment information
online.
• System maps all the data to carrier enrollment forms.
• Employer can view the enrollment forms and extract
information for payroll deduction.
• Enrollment information is saved in the system and
employees only need to spend a few minutes updating
their information in future years.
Earning Your Business
• Communication
▫ Benefit Websites
▫ Total Compensation Statements
▫ HIPPA Secure Communications Tool
• Compliance
▫ Employment Laws and Compliance Resources
▫ Forms and Templates for Hiring and Terminating
• Enrollment
▫ Generate New Hire Packets
▫ Large and Small Group Solutions
▫ Ease Renewals and Carrier Changes