Services
Customized Benefits, Backed by Strategy
Benefits Strategy
Whether you’re offering coverage for the first time or reevaluating your plan, we guide you through every step.
Includes:
- Plan Selection & Carrier Strategy
- Benchmarking & Budgeting
- Compliance Reviews (ACA, ERISA, COBRA, etc.)
- Renewal & Negotiation Support
Year-Round Support
Benefits aren’t one-and-done. We stick with you year-round. From onboarding a new hire to helping an employee through a claim, we’re just a phone call or an email away.
Includes:
- Enrollment & New Hire Onboarding
- Plan Performance Reviews
- Employee Education and Advocacy
- Leadership Communication
Additional HR
We collaborate with a vetted network of HR consultants to support small businesses with payroll, compliance, handbooks, and people operations strategy.
Includes:
- Assessment and Roadmap
- Implementation projects and ongoing support
- Recruiting and retention strategy
Life Insurance & Living Benefits
You’ve put real work into building something that matters. Life insurance is one of the quieter ways to make sure the people, and the business that depend on you, are protected if something changes.’
Includes:
- Individual and Family Life Insurance
- Key Person Coverage
- Voluntary Life for Your Employees
- Buy-Sell Agreement Support
Personal Health Plans
Need help finding individual health coverage? We also offer one-on-one support for COBRA alternatives, self-employed plans, or family coverage from the marketplace.
Includes:
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For Life Insurance
Employee and Executive Benefits
Supporting your team. Strengthening your business!