Everything that happens after the plan is sold.
Choosing a plan takes a few weeks a year. Running it takes every other week.
We can quote and place your coverage — we’re a licensed agency in 22 states — but the work that actually decides whether a plan year goes well is everything after that: the eligibility files, the carrier reconciliations, the COBRA notices with deadlines attached, the employee who can’t find their ID card. Six services, one team, one phone number.
Health
Group Health Plan Administration
Day-to-day administration of your medical plan: eligibility maintenance, carrier coordination, and employee questions answered by someone who knows your plan.
Funding
Level-Funded Plans
Our specialty. Fixed monthly cost, your own claims data, stop-loss protection, and a surplus refund when the year runs well.
Enrollment
Enrollment & Eligibility
Open enrollment, new hires, and life events managed end to end, with clean eligibility files to every carrier, every cycle.
Compliance
COBRA & Continuation
Timely, compliant notices and premium collection — handled on the clock, with a record of it.
Reporting
ACA & Compliance Reporting
1094/1095 filings, nondiscrimination testing, and the plan documents your plans are supposed to have.
Technology
Benefits Technology
One platform for paperless enrollment, digital HR records, time-off tracking, and payroll and carrier integrations that stay in sync.
Most employers come to us with two or three of these. Most end up with all six.
Not because we sell hard — because the work is connected. Eligibility feeds billing. Billing feeds reconciliation. Enrollment feeds ACA reporting. Split across three vendors, the gaps between them become your problem.