Assessment – We conduct an initial benefit assessment that examines the coverage and benefits needs of your business, while taking into account any financial considerations that may impact what you can offer. Whether you’re starting from scratch or making a change to your employer-sponsored benefits, the initial audit is an important step in finding the right fit–in terms of finances and health coverage–for your company and its employees.
Strategy – Once we’ve completed an initial audit of a company’s benefits needs, we consult with them to clarify where their objectives fit with the plan options available. Our experience, combined with having access to all major insurance carriers in California, allows us to offer expert guidance from assessment to benefits selection and implementation. The reality is that every business is different when it comes to their group health coverage needs, both on the employee and employer side, and we work to bridge that gap by providing customized plans that are tailored to the specific goals of your business.
Review – Once plan options have been solidified and implemented, we continue to communicate with our clients about potential cost-saving strategies and upcoming changes in health care laws. All business clients receive a free yearly review of their current policy and we offer guidance if any changes need to be made. Communication is important to us and we’re always a phone call or email away if you have any questions about your current or future health and benefit options.