Helping You Help Clients
Presentation Materials for
Health Insurance Advisers
Outsource
Think of us as your virtual Benefits Analyst—skilled in technical communications and experienced with group benefits. Expand your capabilities without expanding your payroll. Focus human and financial resources on your core business. Remain competitive in an ever-changing business environment. Improve administrative and operational efficiency. Tap into specialized expertise and technical skills.
Collaborate
We understand your business. As a benefits professional, you focus on growing your book of business. We focus on supporting your goals by providing specialized services that help you enhance current client relationships and cultivate new business opportunities. Whether you are an independent broker representing a few groups or a large agency representing many, let our management report services help support your sales and servicing efforts and help further your business objectives.
SELF-FUNDED
Claims Utilization Cost Review, Benefit Plan Comparison, Net Plan Cost Analysis, Sold Case – Benefit History – RFP – Marketing Support
Medical/Pharmacy
Dental
Vision
Life/AD&D
Disability
Voluntary
FULLY-INSURED
Plan Sponsors
We've developed benefit plan reports and materials for plan sponsors across many industries:
Our Story
- Serving health insurance professionals and their clients since 2014.
- State of Nevada Health and Life resident producer license held since 2013.
- Registered Employee Benefits Consultant (REBC), Registered Health Underwriter (RHU) and Chartered Healthcare Consultant (ChHC) designations earned through The American College of Financial Services.
- Award in General Business Studies with Concentration in Technical Communications earned through the University of California, Los Angeles, Extension.
OUR PROCESS
We utilize our proprietary reporting system to design and produce various benefit plan reports and presentation materials specific to the health insurance and employee benefits industry. Our documents help brokers and consultants compare health plan features and costs so they can better educate and serve their employer group clients. All our benefit plan reports and presentation materials are provided in final format protected PDF.
PLAN | PERFORMANCE
The Utilization and Cost Review report illustrates plan usage over a period of time to help highlight potential trends.
PLAN | COMPARISON
The Proposed Plan Option report helps brokers and plan sponsors assess benefit plans by comparing features and costs.
PLAN | CONTRIBUTIONS
The Net Cost Analysis report estimates plan costs by benefit type and allocates costs between plan sponsor and employee.
PLAN | SELECTION
The Sold Case Results report is used to record final sold case decisions and to maintain a record of historical benefit plan information.
OUR APPROACH
Helping our clients succeed by supporting their business objectives is more than a vision - it's what we do. "To deliver on our vision, we aim to be agile and innovative, to embrace our core values and to partner with our clients for their success."