Your existing Group Plan may need a proper review:

Situation:

A dynamic business was facing rising premiums and lacking  advisor support.

Action:

Our review uncovered several former employees still enrolled on the plan, misaligned coverage, and enrollment errors. We corrected the issues, and redesigned the plan.

Result:

• $10,000 in annual savings
• In process premium refund
• Proper enrollment for all employees
• Clear plan management guidelines

Situation:   

A fast-growing company was paying for individual plans that only covered part of the team while struggling with employee retention. 

Action:

We replaced this patchwork approach with a single group plan covering all employees and their families.

Result:

• 29 % reduction of per employee monthly premium
• Full team coverage
• Stronger employee retention
• Scalable plan for future growth

  Situation:

A long-established business experienced serious service issues such as denied valid claims and employees coverage canceled due to age

Action:

We stepped in, moved the plan to a  another insurer, expanded coverage to age 75, and better aligned benefits with the company’s needs.

Result:

• $6,000 in annual savings
• Improved coverage for all employees
• Continued coverage for employees over 65