top of page


As a full-service benefits provider,
we are fully equipped to help build your program from the ground up!
  • Business Benefits
  • Education Benefits
  • Municipality Benefits
  • Individual Benefits

Employer Plan Review

  • Provide end-to-end employee benefits plan services that build trusted relationships and create value.

  • Identify gaps and exposures in existing and proposed employee benefit plans.

  • Assist in understanding the connection between employee benefits and employee well-being.

  • Analyze data to diagnose how well the plan is working for employees.

  • Demonstrate how organizational changes (e.g. merger and acquisition) may impact an program.

  • Monitor industry trends and recommend best practices.

  • Deliver holistic financial wellness solutions that drive action and outcomes.

Employee Engagement

  • Employ behavioral insights to help encourage eligible employees to make an informed decision about the benefits offered to them.

  • Explain plan features and advantages, and reinforce value of employee benefits.

  • Full suite of electronic enrollment services including tailored communication plans, electronic enrollment options, and consultative support.

  • Post enrollment support including a re-enrollment strategy, readiness and execution.

  • Present financial wellness solutions to help employees build financial security for uncertainties.

  • Provide guidance on options to employees leaving the company.

HR and Admin Capabilities

  • Streamlined electronic enrollment with increased accuracy.

  • Reduce administrative complexity with technology solutions for all aspects of your benefits program.

  • Technology-enabled year-round communications to drive active employee engagement with their benefits plans.

  • Online educational planning tools designed to help employees create a holistic view of their finances and make informed benefits choices.

Provider Due Dilligence

  • Assist with provider selection and state-of-the-art benchmarking tools, coupled withplan transition services.

  • Conduct periodic review of service providers to ensure service and performance standards are being met.

  • Perform yearly detailed cost-benefit analysis to understand the value of the plan.

  • Provide benchmarking support to drive plan success.

bottom of page