Our Process

Just four simple steps, from start to finish.

The first two steps are all about showing you your options.

Very few small businesses know what all of their options really are - that's where we come in.

We'll show you how you can save on the benefits you provide (often between $10,000-$30,000 or more per year) so that you can make a fully informed decision on what's best for your business.

All we need are the basics:

1. What's your ideal budget?

2. How many employees do you have?

3. How old are they (generally)?

4. Are most of them married or single?

Once we collect the basics, we'll present you with your free benefits analysis. Then you'll decide if what we do makes sense for you.

If you decide to move forward, the second phase is all about implementing your plan while saving you time and money.

Our team will take on the work of setting up your new benefits plan and making sure employees are happy.

We'll walk you and your employees through the process every step of the way. We will ensure that your employees know what their benefits look like; when they'll get their health insurance cards; how their health, supplemental, and savings plans work; how to file claims; and how to reach us with any questions they may have.

We will also maintain their plans going forward (HR loves us).

How do I get started?

Just fill out our simple form!

Let us know the basics of your business and we'll show you the numbers. All we need to send you a free estimate of your costs and savings is your name, business name, and number of employees.

Our Process

1) You tell us about your business

2) We send you a free benefits analysis

3) We set up your plan

4) We enroll employees

Who We Serve

Employers (<50)

Employers (50-99)

Employees

Company

Careers - We're Hiring!

Client Resources