Trusted Enrollment Professionals

As one of the nation's most experienced benefits enrollment companies, we help public and private employers of all sizes maximize the investment and utilization of their employee benefits programs.

Services

Our Process

We employ a comprehensive three stage approach when conducting enrollments. The process begins several months before enrollment begins and carries on after it is completed. We customize this process to align with our clients' initiatives and business goals.

Plan

Determine employee satisfaction and understanding of current benefits, identify coverage gaps, and determine benefit education needs.

Engage

Educate employees on the total value of the benefits package, new benefit program rollout, consumer driven health plan concepts or saving for retirement.

Enroll

Capture employee enrollment elections using one-on-one or group meetings, call center, assisted online enrollment or a combination approach.

Some of Our Clients

Brochures & Communications

Business Profle

Business Profile

Brochure

Provides an overview of our company history, key services, and management team.

Assessment Services

Assessment Services

Brochure

Maximize investment in employee benefits by measuring employee satisfaction and understanding through focus groups and surveys.

Dependent Verification Audit

Dependent Verification Audit

Brochure

Learn how an audit of dependent eligibility can save an average of 11% of health care premiums.

Optimal Comp

Optimal Comp

Sample Commmunication

Optimal Comp is our enhanced version of a benefit statement. It includes information that helps the employee leverage their resources to better control healthcare costs.

Benefit Statement

Benefit Statement

Sample Commmunication

A sample benefit statement that includes information about the employer's new wellness initiatives.

Wellness Engagement

Wellness Engagement

Sample Commmunication

A communication piece aimed at informing employees about a new Wellness Program and providing instructions to enroll and participate.

Pre-Enrollment Communication

Pre-Enrollment Communication

Sample Commmunication

A pre-enrollment poster that informs employees when and where benefit representatives will be on-site and encourages them to schedule an appointment.

Enrollment Poster

Enrollment Poster

Sample Commmunication

An enrollment flyer that alerts employees that benefit representatives are on-site and what they can expect during their enrollment session.