From design to administration to management, we provide a customized approach to managing employee benefit programs based on our clients’ needs. Our services enable our clients (or their broker/consultant, if applicable) to manage as much of their programs as they want by sharing customized data through our proprietary platform. Alternatively, our experienced client managers can provide complete consulting and brokerage services for clients.

Our full-service consulting is coupled with ongoing project management, effective technology, and collaboration with our clients and their existing business partners.


Our program design process is tailored for each client based on specific needs and incorporates:

  • Strategic Planning
  • Goal and Objective Setting
  • Benchmarking/Surveys
  • Plan Design and Modeling
  • Cost Reduction Strategies
  • Wellness Programs


We can provide a full array of administration services, including:

  • Vendor Management
  • Participant Communications
  • Tools and Resources
  • Open Enrollment Oversight
  • Eligibility and Enrollment
  • Interface Management
  • Consolidated Invoicing


To help manage client’s benefits programs, we offer the following management services:

  • Project Management
  • Marketing/Request for Proposals
  • Contract Analysis and Enforcement
  • Renewals & Aggressive Negotiations
  • Performance Guarantees
  • Compliance Assistance