Step 4: Vendor Selection
Our team will analyze proposals and develop a recommendation report. We will reconvene and discuss merits of all proposed plan options and help decide which plans and products to move forward with.
Step 5: Implementation
Once our plans our finalized, we plan and execute an implementation strategy that works for you and your employees. This includes drafting enrollment communications, utilizing online enrollment tools, assisting with carrier paperwork and holding enrollment meetings.
Step 6: Ongoing Service
Post implementation we provide an ongoing service calendar which lays out all check points and ongoing service that will be provided for the next year and beyond.