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PERSONALIZED SERVICE

We make deductibles and copays sparkle

We serve amazing people in outstanding organizations

We strive to create a world-class customer service experience

Our team likes to develop personal relationships while exceeding professional expectations. We ask the right questions and really listen to your answers so we can meet your goals.

 

Vision

 

To help people by providing experienced consultants, responsive service teams, cutting-edge technology, creative solutions, and measurable results.

 

To build relationships with clients, professional peers, insurance companies, and vendors to effectively navigate change together.    

Our Vision

Our Customer Service Model

Our model is the secret sauce to our 97% client retention. We provide each client with a dedicated three-pronged support team, who are committed to providing proactive support.

From negotiating lower costs to serving as an extension of your HR team, we provide attentive service and guidance on a variety of benefits and compliance functions.

BENEFITS CONSULTANT

Program Design
  • Business culture and goals

  • Complete market analysis

  • Special plans & discounts

  • Creative plan designs

  • Carrier negotiations

  • Benchmarking 

  • Cost-saving strategies

  • ACA & ERISA compliance

  • Claims analysis & underwriting

  • Quarterly program review

ACCOUNT MANAGER

First Point of Contact
  • Year-round support

  • Benefit & HR questions

  • Federal & state compliance

  • Timelines and forecasting

  • Claim escalations

  • Employee surveys

  • Weekly communication

  • HR Training webinars

  • Employee Engagement

  • Understanding benefits

  • Enrollment assistance

TECHNOLOGY MANAGER

Training and Support
  • Consultation to develop your customized HR technology solution 

  • Plan, organize, and evaluate data operations

  • Implement and coordinate systems

  • Ensure security of data

  • HR technology training

  • Coordinates employee technology support

Service Model
BRM 10

The BRM 10

Our core values come across in each client interaction. 

EXPERIENCE

Since 1984, we've helped thousands secure affordable, quality benefits.

STEWARDSHIP

We take ownership of your benefit program from start to finish.

INNOVATION

We offer creative solutions to meet your needs and budget. 

TRANSPARENCY

A transparent pricing model where you only pay for the services you need.

RESULTS-DRIVEN

Our data reports, benchmarking, and surveys provide measurable results.

Amanda at NC Symposium edit.jpg

From the quality of our people, resources and technology to the depth of our products and services, we challenge ourselves to excel on your behalf.

 

Acting with integrity and purpose, we view every interaction as an opportunity to perform with excellence and authenticity.

RESPONSIVE

Get help you when you need it 24/7 from our experienced service team.

EFFICIENCY

We ask, "How can this be done 

better, faster, and with less risk?"

INTEGRITY

We believe in doing the right thing, all the time, even when nobody is watching. 

COLLABORATION

Consider us your team's liaison to deliver solutions for benefits, payroll and HR. 

EDUCATION

We are always learning and proud to be speakers at state and national conferences.

Are benefits getting too expensive? Are you burdened by administrative tasks? We can help!

 

Let's Connect

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