Benefits

How do you manage a successful benefits plan?

Proactive Strategies & Responsiveness ·
based upon your needs & input

Key Meeting Dates & Action Items

6 Months

Utilization & Performance Review

  • claims versus premium results
  • detailed reporting
  • plan design overview
  • trends & relevant industry changes

60-90 Days Prior To Renewal

Pre-Renewal Meeting

  • forecast renewal pricing
  • comprehensive pre-renewal report
  • discuss needs & make recommendations
  • form the foundation of policy renewal

45-60 Days Prior To Renewal

Pre-Renewal Meeting

  • receive renewal from Carrier(s)
  • analyze & negotiate · present renewal recommendations
  • advise carrier of final rate structure
  • drive implementation · additional and customizable reporting as required