Our Unique Approach

An Overview for Employee Benefit Advisors

CLASSICAL Services

EXCLUSIVE Services

Consultation
Block review

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Coverage strategies

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Program design and carrier recommendations

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Guided client consultation

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Enrollment
Application preparation and processing

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Billing audit

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Voluntary program development and enrollment

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Management
New hire and termination processing

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Increase offer processing

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Annual renewal review

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CLASSICAL
Services

EXCLUSIVE
Services

Block review

Coverage strategies

Program design and carrier recommendation*​

Guided client consultation

Application preparation and processing

Billing audit

Voluntary program development and enrollment

New hire and termination processing

Increase offer processing

Annual renewal review

Guided consultation on the most cost-effective and appropriate solution
A senior consultant will provide a detailed recommendation and coverage charts