(704) 535-8503
6000 Fairview Road, Suite 1180
Charlotte, NC 28210
Your Company's
Source for
Creating Employee
Benefit Packages
Since 1989
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Services

Benefit Design Consulting

How you build and implement each benefit program can affect your company’s level of success. Whether it’s a new group life insurance product, medical plan design, or voluntary benefits program, our team will help you build and analyze the best options for your company.

Customized Programs

Since our inception, we have held to the belief that off-the-shelf products and programs seldom produce the desired results for every employer. Your company’s issues are unique, and so are your best solutions. That’s why it is our job to provide you with customized service to fit your benefit challenges and opportunities.

Product and Industry Research

Are your benefit plans competitive with your industry? Are your costs in line with others in your region? With knowledge and proven experience, we can provide the vital information you need to determine the best options for your company and employees.

Benefit Marketing

There are many different aspects of marketing when it comes to benefit plans. From tailoring enrollment brochures specifically for your company or department to customizing each Request for Proposal, our team of experienced benefit specialists will help you make the decisions that lead to your desired results.

Product Reporting

A jump in medical claims for one month or a possible renewal increase should never be a surprise to an employer. We monitor all benefit plans and provide up-to-date data. Proper reporting and current information can provide valuable decisions making support.

Cost Analysis

Not all carrier proposals are created equal. Carrier A may have the lowest rates but Carrier B may provide savings as well as a superior plan design. In addition, one of the major topics associated with benefit programs is the current and future budget. With our team providing you with up-to-date reporting, customized benefit analysis, plan design and product research, your company will have the tools it needs to achieve your desired monetary results.

These services are provided through both self-funded and fully insured plans. The product lines we broker include, but are not limited to, group Medical, Pharmacy, Dental, Vision, Life & Accidental Death and Dismemberment, Long Term Disability, Short Term Disability, Stop Loss Insurance, and Voluntary/Worksite Benefits.