The Proven Process
A Clear Roadmap for Employee Benefits
Know what to expect, every step of the way. From our first meeting to year-round support, here's exactly how we work with you.
Step 01|DISCOVERY
Intro & Discovery Meeting
"We sit down with you to understand your business, workforce, and goals before anything else."
- ✓Learn your employee count, demographics, and turnover patterns
- ✓Review existing benefits or past plan history
- ✓Identify cost drivers and budget expectations
- ✓Assess your goals: retention, savings, or first-time offering
Step 02|STRATEGY
Plan Review & Decision Meeting
"We come back with a fully customized plan design—not a generic quote. You review and decide."
- ✓Present 2-3 custom plan design options tailored to your business
- ✓Show Section 125 / FICA tax savings opportunity
- ✓Break down employer vs. employee cost split transparently
- ✓Answer questions and finalize plan selection together
Step 03|ENROLLMENT
Employee Meeting & Enrollment
"We meet with your employees directly—plain language, everyone enrolled together."
- ✓On-site or virtual employee benefits presentation
- ✓Collect enrollment forms and beneficiary designations
- ✓Answer employee questions one-on-one
- ✓Confirm payroll deductions and effective dates
Step 04|ONBOARDING
Onboarding & Plan Launch
"Everything activated and confirmed—your team covered from day one with zero loose ends."
- ✓Carrier confirmation and ID cards issued
- ✓Payroll deductions verified with your provider
- ✓New hire onboarding process documented
- ✓Employer portal access and billing setup complete
Step 05|PARTNERSHIP
Ongoing Support, All Year Long
"We stay in your corner every month of the year—not just at renewal time."
- ✓Annual renewal review and plan benchmarking
- ✓Quarterly check-in emails with utilization updates
- ✓Claims advocacy and billing issue resolution
- ✓Adding/removing employees as your team grows
What the Timeline Looks Like
1
Discovery
Week 1
Initial meeting
2
Strategy
Week 2-3
Plan design & review
3
Enrollment
Week 3-4
Employee meetings
4
Onboarding
Week 4-5
Plan goes live
5
Partnership
Ongoing
Year-round support