Our Process
We work with many clients who are exploring employee healthcare benefits for the first time and many who have offered benefits in the past but never had a benefits partner who showed them all the options. Our process focuses on helping you understand your options and find the best for your company and your employees.
Introductory meeting
One of our experienced benefits specialists will meet with you to talk about your pain points with health benefits and the potential options available.
Healthcare questionnaires
If you decide to move forward with getting a quote, we’ll need some basic health information about the employees and dependents to be covered.
Custom recommendations
We’ll get quotes from multiple companies with a range of healthcare benefits, show you the options, and explain our top recommendations for you.
Plan setup and enrollment
We’ll share information with your employees, enroll them in the plan, answer any questions they have, and provide payroll deduction amounts.
Outstanding customer support
We review your first three benefits invoices to ensure accuracy, and our team is here to help both you and your employees with any questions.