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We utilize our six step process to manage our clients benefits plans. We feel that this process allows us to deliver the most attractive possible solutions to your company. Our process also ensures we are organized and prepared to better help you:

Make more informed strategic decisions on how to manage your benefits budget

Manage the communication and implementation of your benefit plans as efficiently as possible

Provide ongoing support and communication to your company and your employees

Track critical items to keep you in compliance and manage any changes in plan design or communication as soon    and as quickly as possible when necessary.


1. Discovery - Establish company's benefit philosophy, goals, and objectives and collect relevant data on company.


2. Analysis - Review all plans and identify all market alternatives to keep clients plans aligned with their benefit philosophy, goals, and objectives.

Strategic Planning

3. Strategic Planning - Provide recommendations to optimize benefits, communications and implementation strategies.


4. Implementation - Manage, administer and communicate plan changes.

Employee Services

5. Employee Services - Assist employees with their benefit questions, needs, and service issues.

Ongoing Services

6. Ongoing Service - Act as an extension of your HR Team throughout the plan year.

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