Build a solid foundation for the best solution

You’ll be able to easily navigate the sea of choices out there with our four-step process. We’ll work together to find the right one for you and your employees.

Our Four-Step Process:

Step 1: discovery

This is the getting-to-know-each-other stage, when we gather information about who you are, the needs of your business and your employees, and what you’re hoping to accomplish with your benefits package. This provides the raw material we’ll be working with in step two.

Step 2: Strategy & Planning

After we’ve analyzed the facts and figures about your budget and employees, and discussed your current and future needs, we’ll present our recommendations and fine-tune the options that will meet your goals and fit in your budget.

Step 3: Implementation

We will actively support you during implementation to ensure your rollout is as seamless and streamlined as possible. We will educate your employees about their benefits and coverage and assist them with the enrollment process.

Step 4: Follow-Up

Once implementation is complete, you can count on us to be there for ongoing support and troubleshooting. We consider ourselves part of your HR Team and it’s important to us to make sure things continue to run smoothly and meet your expectations.