Business Planning Services

What makes us different from other brokers?  It is our value added services combined with experience and profesionalism.

We should be considered a partner with your organization.  Our relationship will allow you to receive very personal attention from Mike Gilliam and his team.  In addition to marketing all carriers and re-evaluating plan design to meet your goals, some of the value added services we provide include:

· COMPLIANCE - We will provide updated information for compliance issues involving PPACA, HIPAA, COBRA and more

· COBRA– We will handle COBRA notifications for qualifying beneficiaries

· HANDLE ENROLLMENTS & TERMINATIONS

· RESOLVE EMPLOYEE CLAIM ISSUES DIRECTLY WITH EMPLOYEES

· RESOLVE BILLING ISSUES ON YOUR BEHALF

· EXPLORE ALTERNATIVE PLAN TYPES, including HRAs, HSAs, and Partial Self Funding

· EMPLOYEE COMMUNICATIONS

· EMPLOYEE SURVEYS-If desired

· Many other service enhancements available upon request

Even if you stay with your current insurance carrier, with no change in premium rates, you save money because your employee dedicated to the above is being paid to do what you hired them for, not service work for employee benefits.

Summary of Business Planning Services

401k Plans*

Group Health Insurance

Group Dental & Vision

Group Life

Group Disability

Voluntary Supplemental Insurance Plans

Key Man Protection

Deferred Compensation Plans

Executive Bonus Plans

Buy - Sell Funding