Consulting Services

Traditionally, an agent assists in implementing a group benefits plan and is available as needed throughout the plan year. However, if you are looking to only involve your agent in assisting with certain phases of your group benefits plan, we can help there too.

These are considered “unbundled services” and we provide the following:

  • Design of customized benefit plans
  • Preparation of bid specifications
  • Marketing of benefit plans
  • Marketing of stop-loss insurance
  • Preparation of executive summary with bids
  • Communication of benefit plans to employees
  • Preparation of benefit booklets and plan documents
  • Claims utilization study
  • Renewal analysis