Services
What We Do For You
How We Work
We’re good at fixing stuff.
We meet you where you are — whether you’re starting fresh or fixing what’s broken.
Tell us where to start.
Full Service RFP & Broking
Discovery
✓ Multi-Phase Approach
✓ Meeting All Stakeholders
✓ Near-Term Priorities
✓ Incumbent Carrier Interviews
✓ Structure Mapping
✓ Technology Stack Review
✓ Secure Communications
✓ Current-State Process Flows
✓ Explore Strategic Priorities
Analysis
✓ Financial & Underwriting Analysis
✓ SPD/Certificate Review
✓ Demographic Analysis
✓ Inefficiencies and Cost Leakage
✓ Risk Exposures
✓ Carrier Performance Guarantees
✓ Plan Strategy Recommendations
✓ RFP Framework & Scope
Full Service RFP
✓ Build & Deliver RFP Data Packages
✓ Manage RFP and Carrier Q/A
✓ Organize Carrier Responses
✓ Normalize Data For Comparison
✓ Change Risk Assessment
✓ Perform Best & Final Phase
✓ Finalist Recommendations
✓ Finalist Presentation
Execution
✓ Implementation Oversight
✓ Timeline Governance
✓ Escalated Issue Management
✓ Data Integration Oversight
✓ Support Communication Strategy
✓ Open Enrollment Readiness
✓ Final SPD Review
Ongoing Support
✓ Escalated Issue Management
✓ Carrier PG Reviews
✓ KPI Assessment
✓ Continuous Improvement Loop
✓ Support Stewardship Meetings
✓ Plan Financial Performance
✓ Renewal Preparation
Expertise in Scope
Disability & Leave
Long Term Disability
Short Term Disability
Statutory Disability
Executive Income Protection
FML/Absence Management
Life
Basic Life
Supplemental Life
Universal Life
Alternative Life Funding Arrangements
Retiree Buyouts
Dental & Vision
Dental Insurance
Self-Funded Dental
Vision Insurance
Voluntary
Critical Illness
Hospital Indemnity
Accident
Cancer
Worksite Whole Life
Lifestyle
Pet Insurance
ID Theft Protection
Group Legal
EAP
Group Auto & Home
Program Solutions
Global Mobility (Expat/Inpat/TCN)
Enrollment Platforms
Funding Arrangements
Reserve Buyouts
Captive Solutions
Contact
Smarter
More Confident
More In Control