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  1. THE IDEA EXCHANGE
    • Listen to the needs of our potential client and existing clients
  2. THE BENEFIT SOLUTION
    • Provide solutions to their needs
  3. THE IMPLEMETATION PROCESS
    • Outline a process to implement our recommended solution
  4. THE EDUCATION MODE
    • Educate employees on the benefits program so that they can get the most value from the program
    • Educate the plan administrator on managing the program on a day to day basis.
  5. THE SERVICE NETWORK
    • Access our team of independent service providers who will be your advocate for employees' claims issues and the plan administrator concerns
  6. THE ANNUAL REVIEW
    • Provide an independent review and analysis of the insurance carrier renewal report. You will receive a comprehensive independent report of our review.
  7. THE KNOWLEDGE BOX
    • Access over 100 years of group benefits experience and knowledge on a ongoing basis to get the most value out of the program

THE IDEA EXCHANGE

– Listen to the needs of our potential client and existing clients

2. THE BENEFIT SOLUTION

– Provide solutions to their needs

3. THE IMPLEMETATION PROCESS

– Outline a process to implement our recommended solution

4. THE EDUCATION MODE

– Educate employees on the benefits program so that they can get the most value from the program

– Educate the plan administrator on managing the program on a day to day basis.

5. THE SERVICE NETWORK

– Access our team of independent service providers who will be your advocate for employees' claims issues and the plan administrator concerns

6. THE ANNUAL REVIEW

– Provide an independent review and analysis of the insurance carrier renewal report. You will receive a comprehensive independent report of our review.

7. THE KNOWLEDGE BOX

– Access over 100 years of group benefits experience and knowledge on a ongoing basis to get the most value out of the program