1. ABC Company Introducing Our Expanded Client Services Platform insert contact information

2. Standard Brokerage Services Shop coverage once a year Provide customer service Most reputable brokers can deliver these services…

3. Where True Value is Added In addition to our superior consulting skills, we offer a variety of benefit technology modules that will help you administer your benefit plans and help your employees better appreciate their benefit package.

4. Our Core Value-Added Services Communication Compliance Enrollment

5. Communication – Benefits Website Customized Employee Benefits Website Employees can access this online resource 24/7 to get plan information. Customized HR Website Specifically for the plan administrator. In addition to plan information, sites hold experience reports and other resources that will assist with the administration of the benefit plan.

6. Communication – Hidden Paycheck Total Compensation Statements We can provide you with a customized online wizard that allows you to produce statements for employees that highlight all the costs and additional benefits they receive beyond their salary.

7. Communication – The CommCenter A Secured Online Communication Portal HIPAA restricts sending Personal Health Information such as social security numbers and medical details in an unsecured fashion. The CommCenter is an easy to use communications tool that allows you to exchange sensitive documents and materials with our agency through a HIPAA compliant portal to help you comply with these new privacy laws.

8. Compliance – Resources Employment Laws & Guidelines Provides business owners and managers the ability to easily access employment laws by state or federal jurisdiction. HR eBooks An online reference that provides guidance and forms for interviewing, hiring, and terminating employees.

9. Enrollment – The Forms Wizard Instant Apps HR A custom forms library is prepared with your insurance carrier forms, federal forms, required notices and other standard employer forms. Using a simple spreadsheet, basic employee information is automatically printed onto each form. Quickly generate new hire packets, ease renewals, or change carriers. This speeds up employee meetings and leads to greater accuracy at the carrier level.

10. Enrollment – Small Group Online Underwriting and Enrollment Employees login and fill out enrollment information online. System maps all the data to the carriers actual enrollment form. This allows us to efficiently market your health plan. Health information is saved in the system and employees only need to spend a few minutes updating their information in future years.

11. Enrollment – Large Group Online Enrollment Employees login and fill out enrollment information online. System maps all the data to carrier enrollment forms. Employer can view the enrollment forms and extract information for payroll deduction. Enrollment information is saved in the system and employees only need to spend a few minutes updating their information in future years.

12. Earning Your Business Communication ▫Benefit Websites ▫Total Compensation Statements ▫HIPPA Secure Communications Tool Compliance ▫Employment Laws and Compliance Resources ▫Forms and Templates for Hiring and Terminating Enrollment ▫Generate New Hire Packets ▫Large and Small Group Solutions ▫Ease Renewals and Carrier Changes