We will deploy our team’s resources and expertise to help our clients accomplish their business missions by providing Health and Welfare Broker Services for Core, Voluntary, and Legacy benefits.
- Evaluate Plans – We will assess the current plan provisions and ensure they are up to date, competitive in this market, and handled by Texas based carrier account teams
- Annual Marketing Strategy – All lines of coverage on an “as needed” basis
- Vendor Negotiation and Recommendations
- Day to Day Account Management and Customer Support
- Enrollment Support – Local assistance with open enrollment initiative or onsite meetings when requested, as well as experience with implementing online self service systems
- Claims Analysis – Reporting – Client chooses frequency
- Comprehensive Semi-Annual Meetings and Reporting
- Employer Cost Sharing and Contribution Analysis
- Plan Design Analysis with vast experience in Consumer Driven Healthcare – Health Savings Accounts, Health Reimbursement Accounts, etc.
- Eligibility Management – We will assist in managing vendor eligibility integration with payroll system if applicable
- Benchmarking Data – What are your peers offering?
- Health Care Reform – Patient Care & Affordable Care Act and Health Care and Education Reconciliation Act – This act will directly impact all employers, with required plan design/eligibility changes at renewal following 9/23/10, and future cost assessment needs when employees become eligible for subsidies in 2014. We will help you navigate the options.
- Additional Legislative and Regulatory Updates (COBRA, HIPAA, etc.)
Pension services
- Assist in implementing a Fiduciary Liability Program
- Assist in developing an Investment Policy Statement with Fund Performance Review process
- Vendor analysis, selection, and management
- Enrollment support
- Exceptional ongoing account management services
