premium concierge & broker services

Provide a comprehensive overview of current Benefits Plan.

Personalized plan comparisons (medical, dental, vision, etc.)

Budgeting and cost estimates for elected benefits

Guidance through enrollment or mid-year changes

Personalized benefits consultations 

Side-by-side plan comparisons tailored to your needs

Perpetual One-on-one benefits orientation for new hires and during open enrollment

Enrollment assistance and deadline reminders

Cost analysis and budget support

Help employees resolve billing issues and claims appeal

Assistance with out-of-network or specialty care concerns

Explanation of Benefits (EOB) reviews

Communication with insurance carriers on your employee’s behalf

Help with resolving carrier billing issues

EOB reviews and insurance carrier follow-ups

Out-of-network support and coverage clarification

Provider Search

Dependent audits

Branded benefits brochures and onboarding materials

Educational webinars or Q&A sessions for employees or clients

Communication strategy for benefit rollouts

Support for virtual or on-site enrollment meetings

Quarterly benefit newsletters and wellness campaigns

Branded benefits brochures and onboarding materials

Educational webinars or Q&A sessions for employees or clients

Communication strategy for benefit rollouts

Support for virtual or on-site enrollment meetings

Quarterly benefit newsletters and wellness campaigns

Access to a wide network of top-tier carriers

Annual plan review and renewal support

Benefits adjustments for marriage, birth, divorce, loss of coverage etc.

COBRA assistance and transitions

FMLA, disability, and parental leave support

Documentation and compliance support

Access to EAPs, mental health services, and wellness perks

Finding in-network providers for mental and physical care

Information on wellness reimbursements and initiatives

Assistance with HSA, FSA, and Dependent Care Accounts

Reimbursement support and eligible expenses guidance

Annual contribution planning

Support enrolling eligible dependents

Help finding pediatricians, specialists, or childcare

Understanding dependent care benefits and tax savings

Personalized benefits research and concierge support

Communications with providers, vendors and insurers on your behalf