We're here to assist you every step of the way. Whether you have questions about our services, need assistance with your account, or simply want to say hello, feel free to reach out to us.
To quote your benefits, we need to know who your employees are, what benefits you currently offer, and what you’re paying. To do this, we need an employee census, a copy of your benefit summaries, and a copy of your insurance bills.
Yes, you can set up automatic bill payments through our online banking platform. Simply enroll in our bill pay service, enter the payee information, and schedule recurring payments for your bills.
Yes. If you select us as your broker, you have a direct line to access our experience and expertise in dealing with employees. Whether you’re dealing with a tricky termination, employee discipline, leave of absence, or drafting a new policy, we are here to provide guidance (though not legal representation). If you need more robust HR help, we also offer outsourced HR consulting.
Yes. Our account management team has nearly a century of combined experience in these matters. This, in combination with longstanding relationships with our carrier partners, allows us to resolve issues and save time for you and your staff.
Yes. We have experience with most of the benefit management systems on the market. We also have trusted partnerships with expert consultants in this area to help you make the right choice when it comes to benefits technology.
Sí, hablamos español.