Group Health, Ancillary & Voluntary Offerings

We help benefits advisors in any (and all) of 3 ways.

Product Selection & Management

Tailoring coverage to meet your clients’ needs

Ben-Admin Implementation

Custom platforms built for each of your clients

Benefits Education

Onsite enrollment services provided to your groups

Group Benefits Updates & Resources

View Carrier Updates, Webinars, Articles, and More

1

Product Selection & Management

Tailoring coverage to meet your clients’ needs

Case Marketing Support

  • Product Plan Design: access to our top carriers, exclusive offerings and negotiated rates
  • Point of Sale: we attend joint meetings with you and offer expertise when needed

Resources


Benefits Compliance Attorney

Account Services

  • Eligibility: we handle all changes of coverage for you
  • Claims Management: we assist you and your clients with claims questions and appeals
  • Escalated Issue Resolution: we save you time and handle escalated issues for you

Our Partners

2

Ben-Admin Implementation

Custom platforms built for each of your clients

Simple

  • Capture all employee elections in 1 portal
  • We get the elections to the carriers
  • Dedicated advocate for your group

FAST

  • Platform is enrollment ready 7 days from first day of case build
  • We build the case for you and save you time

AFFORDABLE

  • No cost option available
  • Most groups receive Employee Navigator or PlanSource without paying any fees

We customize enrollment technology to be tailored, seamless and user friendly for each specific client.

Watch Emp Nav Demo
Watch PlanSource Demo

3

Benefits Education

Onsite enrollment services provided to your groups

PERSONNEL

  • W-2 salaried benefit counselors on staff
  • Extensive experience across enrolled geographies
  • Our teams are quickly accessible across the Southeast

Expertise

  • We target 25-1000 employee groups
  • Group Medical, Group Ancillary, FSA/HSA/HRA, Voluntary Benefits [including LTC] and additional Benefit Education [PTO, EAP, etc.]

Services

  • On-site training & enrollment [1-on-1, 5-on-1 or Large Group]
  • Call center capabilities
  • Training and enrollment available on any Ben-Admin platform
  • Bi-lingual enrollment options

EDUCATION & MGMT

  • Continued claims and advocacy
  • Billings, eligibility and account management provided for each of your accounts

Platform Experience Sampling

Advisor Toolbox

Employee Navigator
FormFire
Licensing
PerfectQuote
PlanSource