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Result-driven Approach

Finding the right group insurance and benefits for businesses can be tough and costly. But it doesn't have to be overwhelming. You deserve tailored solutions and service that simplifies insurance and boosts efficiency. Our services:

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  • Licensed by the California Department of Insurance 

  • Plan Administration - additions, terminations, changes

  • Provider Claim and Referral Assistance 

  • Access to Human Resource and Legal Experts in Employee Benefits

  • Bilingual Spanish 

  • Prepare and Mail Initial Notices 

  • Prepare and Mail Qualifying Event Notices

  • Track Elections and Payments 

  • Collect and Forward Premiums to Employer

  • Enroll employee in benefits

  • ACA Reporting - tracking date, filing forms to IRS and mailing forms to employees 

  • Employee onboarding and offboarding capabilities 

  • Track acknowledgements for handbooks and other compliance materials 

  • Acknowledge receipts for policies and procedures

  • Supplement safety and training sessions

  • 24/7 compliance, training, people and risk management tools

  • HR Hotline with access to SHRM licensed professional via phone or email 

  • Compliance information regarding ACA, FMLA, COBRA

  • Stay up to date when content and legislation is updated with alerts and notifications 

  • Summary Plan Description

  • Premium Only Plan Document

  • Benefits Notice Generator, including Medicare Part D Creditable and Non-Creditable Notices

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