
Assess Needs
All solutions begin by examining your current situation and your identified needs. Through a process of asking clarifying questions and collaborative examination I develop a comprehensive understanding of your current needs and if they are being met.
Ask the questions
As a Certified Benefit Specialist with over 20 years experience I have in-depth understanding of the complex needs of today’s diverse benefit needs. After exploring the existing program I ask key questions to get a more complete understanding of your group’s healthcare needs. From there I match those needs with solution options provided by over 17 healthcare benefit underwriters.
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Solution Creation
Having a wide range of providers to choose from, I can formulate the best possible solution to meet the needs of your employers, your employees / group members. The solutions I create are varied and are as complex, or as simple and straightforward, as required to best suit your needs.
I contribute to the financial health of my employer clients by providing programs and services which contribute to the physical health and well-being of their employees.
Let’s get started now.
Video Tips on Benefits – I have a growing collection of videos I’ve prepared to help you to obtain the best value from your group / employee benefit program