Phase I: On our first meeting our focus is to get to the know the business during the discovery phase to find out who they are, what they do and not only of what the company can afford, but what their employees can afford.
Phase II: We spend time with our clients to educate them in all aspects of employee benefits insurance include the variety of options, the variety of plans, and the variety of carriers to choose from. We outline the pros and cons of each to help them make an informed decision that fits their needs.
Phase III: We will calculate how offering an employees group benefits plan will mean tax savings for your company. We will explain how Section 125 (part of the IRS Code that allows employees to convert a taxable cash benefit, part of their salary, into non-taxable benefits) can convert to up to an 8% annual tax savings for your employees and 25% of tax savings for your company.
Phase III: We take the headaches and hassles out of enrollment, by preparing all the documents (whether paper or digital) for your team to review, sign and submit. We will explain everything BEFORE you sign and answer all your questions, so you are confident in your decision.