It starts with a conversation.

We can build a custom plan with benefits that fit your team. Year to year as you grow, we evaluate and adjust your benefit program to change with you.

Step 1

Quarterly Visits

How it is going:

Let’s visit again after enrollment to discuss feedback from your team, answer any questions, and assist with the claims process on an ongoing basis. Let us know how we can give you the best Membership Level Service.

Step 2

Mid-Year Review

Planning for next year:

Time to sit down and review how business is going and if adjustments are needed to accommodate your success and growth. Our goal is to improve your benefits plan and create financial savings.

Step 3

Upcoming Enrollment

Avoid the last minute rush:

We bring you options. With the notes from other visits, we will discuss keeping the program you have as well as any other more cost-effective options, so you have time to choose. No more last minute decisions or rushed onboarding!

It Starts with a Conversation

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