Client Service
Our highly trained team of financial analysts is ready to design a comprehensive Health & Welfare financial analysis of your plan. We provide everything from basic forecasting to complex claims analysis.
Our thorough and meticulous client service approach sets us apart from other consulting firms.
Getting to Know YouWe start with a detailed on-boarding process for each new client. We collect essential benefit plan information from you and your vendors, and catalogue this information in our secure, shared internal database.
PlanningOur comprehensive Client Service Plan includes key milestones, such as our annual Business Plan review meeting, to address your benefit program decision-making process. We update your Client Service Plan at the beginning of each year to ensure we incorporate any new goals into the overall strategy.
Continuous TrainingOur talented, knowledgeable staff takes a holistic approach in all lines of coverage, to optimize program design. Above and beyond the usual licensing requirements for our profession, we require all benefits staff to receive internal training that we schedule throughout the year. Training topics include all aspects of benefits, including advanced underwriting, compliance, and communications.
AccountabilityThe Client Service Plan drives our internal metrics, which is our method for measuring our progress throughout the year. We track every milestone for every client, with monthly reports detailing our success at meeting our goals. Your service team meets weekly, and is reviewed by its supervisor on a monthly basis. Your feedback on our performance is a key component of our monthly reviews.
Proven ResultsYour organization is always our central focus as we monitor your plan throughout the year. Such unparalleled attention to our clients yields a tremendous 98% retention rate, and generates stellar client referrals.
