Plan Management

A Proactive service that anticipates needs, eases administration and increases employee satisfaction

We can be as involved as you want us to be in day-to-day benefits issues and administration. For example, some of our clients utilize us as an extension of their HR department. Our goal is to help you and your people spend more time on strategic issues and less time on administration. We work with you to determine the level of support and services you need, including:

  • Ongoing employee communications and education (online,¬†print and face-to-face)
  • New employee education
  • Updates on regulatory requirements, legislation and market trends
  • Assistance with compliance and disclosure (ERISA, COBRA, HIPAA, FLMA, Section 125, etc.)
  • Employee feedback sessions and surveys
  • Management reporting
  • Contract and document review
  • Claims management, including:
    • claim advocacy in the event of disputes
    • assistance with claim reporting and tracking
    • monitoring of claims and utilization data
    • claims forecasting
    • claim audits
    • predictive modeling
  • Merger & acquisition due diligence
  • Eligibility maintenance
  • Mid-year financial review and forecast
  • Retrospective and prospective costs analysis
  • Renewal planning and negotiations