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Strategy Development

  • Strategic planning session to determine organizational structure and parameters and to identify overarching goals and objectives (What can you expect? Click here for more information)
  • Analysis of your current demographics, plans, funding, communications, administration, and contribution strategies with comparisons to norms
  • Creation of written project plan including short-term remedial action steps, recurring benefits management responsibilities, and long-term implementation activities

 

Benefits Plan Management

  • Expert team of principals dedicated to drive plan using project management protocols (i.e. tasks, responsible parties, due dates, and minutes to all decisions, commitments, and progress against the plan)
  • Financial forecasting and utilization analysis according to plan
  • 24 hour response to claim and billing inquiries with subsequent resolution and recommended action steps to prevent similar issues in the future
  • Provide advocacy support service to help employees with benefit or provider selection, claims resolution, course of treatment decisions, and treatment plan adherence

Renewal Cycle Management

  • Creation of custom RFP with client requirements
  • Pre-planned calendar of events including pre-renewal strategy session, all decisions points, communication and enrollment activities, and post renewal debrief
  • Complete vendor negotiation including performance and multi-year guarantees with attention to guaranteed issue opportunities
  • User friendly decision guide with plan design and financial comparisons, disruption analysis, forecasting, contribution strategies, and modeling
  • Transition management to include contract review, assistance with identification of employees on leave, hospitalized dependents, and similar transition challenges

Communication

  • Communication review and planning session to determine education and promotion needs and opportunities as well as answers to the who, why, what, how, and when questions of communication
  • Employee surveys
  • Focus groups
  • Enrollment guides, enrollment meetings and/or teleconferences
  • Web portals
  • Wellness and other behavior changing or educational newsletters or campaigns

Compliance

  • Legal help line with attorney/client privilege
  • Compliance review and planning session to identify risks and solutions typically around:
    • HIPAA and COBRA
    • ERISA reporting and disclosure
    • Discrimination testing
  • Summaries, templates, and tools to facilitate compliance
  • Proactive communication of legislative changes and special advisories

Administration

  • Review of current processes, forms, and use of web tools to streamline billing, eligibility, and enrollment
  • Review or procure web-based benefits administration applications
  • Review or procure outsourcing vendors for COBRA, reimbursement accounts, leave administration, and/or payroll

1304 S. Desoto Avenue, Suite 101  Tampa, FL  33606  (888) 552-4449