Becoming a Client

We have to earn the right to represent you. To do this, all we ask for is the opportunity to demonstrate how we can be of value to your benefits management team. We are prepared to make the first move by offering you our complimentary, no-obligation Benefits Audit.

Step 1 — Discovery Process

In order to represent you well, we need to understand you well. We invest a great deal of time learning about your company and your workforce. Our Discovery Process includes a number of meetings and questionnaires that generate a Client Assessment Profile. The Discovery Process leads to a better understanding of your company and its needs.

Step 2 — Benefits Audit

This complimentary audit was developed to provide you with an objective assessment of the quality and competitiveness of your existing benefits plan. At no cost, we will:

• Review historic premium rates and pricing assumptions
• Survey the market to assess your plan’s competitiveness
• Evaluate your plan’s funding arrangement (insured, retention or self-insured)

If, upon completion of this audit, you choose to engage our firm, we will proceed to steps two and three.

Step 3 — Client Assessment Profile

In order to represent you well, we need to understand you well, which is why we invest a great deal of time learning about your company and your workforce. By completing a Client Assessment Profile, we will obtain a greater understanding of your:

• Company background and workforce characteristics
• Business strategy, corporate culture and organizational structure
• HR infrastructure, compensation philosophy and employee benefits objectives

Step 4 — Plan Design Review

Much like a building’s blueprint, a plan’s design defines the underlying architecture of your program. It influences your plan’s short- and long-term costs, its soundness, effectiveness, and employee appeal. Before looking to the future, we review your existing plan’s design. A cost/benefit assessment is part of this review, and it allows you to make the smartest choice when we present you with design alternatives based on our findings.