Thank you for choosing us as a member of your trusted advisor team. Our goal is to earn a long-term relationship with you based upon meeting and exceeding your expectations. Because your client experience is paramount to us, we’ve put together an overview of our services to ensure you have the information you need at your finger- tips. As an Alera Group agency, PDAIS has access to the resources, technical expertise and best practices of a large national firm, while maintaining our personalized, local relation- ships.The innovative culture of Alera Group allows us to collaborate with national partners to expertly meet your unique needs. We encourage you to contact us for a free, no-obligation quote and start saving today! I’m here to help if needed, especially if we are not meeting your expectations. Feel free to contact me at rbell@bellinsuranceinc.com or 717.264.7518 EXT. 2010 for any questions you have, no matter how small. Once again, thank you for choosing PDAIS.
Sincerely, Rich Bell President
TABLE OF CONTENTS Meet Your Team..........................................................................................................4 & 5 Why, PDAIS an Alera Group Company...............................................................................6 Alera HR............................................................................................................................7 Employee Navigator..........................................................................................................8 Voluntary and Worksite Benefits.......................................................................................9 Property and Casualty.......................................................................................................10 Personal Lines..................................................................................................................11 Medicare and Individual Coverage...................................................................................12 Connect With Us............................................................................................................13
MEET THE PDAIS TEAM
RICH BELL, CIC - PRESIDENT EMAIL: richard.bell@aleragroup.com PHONE: (717) 264-7518 EXT. 2010
CARRIE HECKMAN, CIC - SENIOR VICE PRESIDENT EMAIL: carrie.heckman@aleragroup.com PHONE: (717) 597-1151EXT. 2104
VICKI BAILEY - SENIOR ACCOUNT EXECUTIVE EMAIL: vicki.bailey@aleragroup.com PHONE: (877) 732-4748 EXT. 2302
MEGAN GEIDER, CPCU, AINS - COMMERCIAL LINES PRODUCER EMAIL: megan.geider@aleragroup.com PHONE: (877) 732-4748 EXT. 2304
ROBIN MAXWELL - OFFICE ADMINISTRATOR EMAIL: robin.maxwell@aleragroup.com PHONE: (877) 732-4748 EXT. 2301
JEN JONES - PERSONAL LINES MANAGER EMAIL: jennifer.jones@aleragroup.com PHONE: (717) 264-7518, EXT. 2009
MEET THE PDAIS TEAM
SAM BOORE - SENIOR VP, SMALL BUSINESS UNIT EMAIL: sam.boore@aleragroup.com PHONE: (717) 980-3330
JEFF FAWVER - SENIOR BENEFITS CONSULTANT, SMALL BUSINESS UNIT EMAIL: jeff.fawver@aleragroup.com PHONE: (717) 685-5497
JESS KIER - ACCOUNT ADMINISTRATION MANAGER, SMALL BUSINESS UNIT EMAIL: jess.kier@aleragroup.com PHONE: (717) 685-5484
NATALIE KINSINGER - MARKETING MANAGER EMAIL: natalie.kinsinger@aleragroup.com PHONE: (877) 732-4748
BOB PEASE,VICE PRESIDENT / SENIOR SALES CONSULTANT EMAIL: bob.pease@aleragroup.com PHONE: (717) 574-2448
ANDREW ZERCHER, MEDICARE CONSULTANT EMAIL: andrew.zercher@aleragroup.com PHONE: (717) 649-7442
Employee Benefits Consulting
Designing the right solutions to attract and retain your winning team Alera Group’s employee benefits professionals are specialists in all facets of the design, administration and management of employee benefit programs. Our benefits department is built around your needs. We have the resources and capability to help you create and execute the most effective benefit plans, control healthcare costs, stay compliant, and keep you informed about current benefit trends.
Top 10 Reasons Clients Stay with AIA, Alera Group for Employee Benefits Consulting
1. Regular & Dependable Communication 2. Large Benefits Team & Local Leadership 3. Prompt & Accurate Service — Guaranteed 4. Innovative, Strategic, Thinking Outside the Box 5. Compliance Support & Access to HR Tools
6. Exclusive Products, Wellness Programs & Guaranteed Premium Savings 7. Benefits Benchmarking 8. Population Health Analytics & In-House Actuarial 9. Employee Communications Assistance 10. Award-Winning Team
How We Stand Out
Optimized Solutions
Personal Partnerships
National Collaboration
We say what we do and do what we say! Read our client success stories here!
AleraHR
Save Time. Add Resources. Reduce Risk. Expand Your Capabilities. • TRAIN- More than 200 online training courses that ensure compliance, reduce risk and drive employee engagement. • LEARN - Timely and accurate guidance on the latest news and analysis HR professionals need to stay current with changing regulations. • COMPLY- Comprehensive resource center with all the forms, checklists and tools needed to maintain compliance. • ASK- Certified HR experts answer questions, render advice and follow up with research to resolve issues. Accessible 8am-7pm Central each business day.
Have a compliance question? Log in to the AleraHR Portal below.
The AleraHR suite of solu- tions will provide the HR knowledge, risk and safety resources and compliance expertise to help our clients be more productive, easily comply with workplace reg- ulations and avoid litigation. AleraHR will provide tools and resources that minimize your exposure to expenses for attorneys or HR consul- tants.
Employee Navigator
Employee Navigator centralizes your HR records online and syncs your employee data across multiple systems, including payroll and benefits. Centralize All Your HR Efforts: • Streamline employee management - Know instantly when enrollment events occur and minimize claim and billing issues.
• Employee self-service - Our easy-to-navigate self- service portal puts employees in the driver’s seat.
What We Do:
• Improve employee communication - Whether it’s benefits, compliance, or company communications; employees are always in the loop. • Online Employee Directory - Through our online employee directory your entire team can easily stay connected with each other.
• Benefits Administration • HR Management • New Hire Onboarding • Asset Tracking • Integrated Payroll • Integrated COBRA & FSA • PTO
ModernizeYour HR:
• Paperless - Paper forms and files are replaced by a centralized HR management system and employee portal that’s always up-to-date. • Efficient- Manage your interactions from one place so you can spend more time growing your business and less time on manual processes. • Accessible - Help your employees help themselves by allowing them to find the information they need without having to call for support. • Control - Go beyond the basics and improve communication and engagement with quick access to reports and configuration tools.
Voluntary and Worksite Benefits
Our four-step strategic process will help you identify and im- plement benefits that match the needs of your company and your employees. Your local Alera team will work with you to:
Conduct an opportunity assessment of your company’s demographics, current benefits program and existing benefits administration system Develop comparison modeling based on carrier quotes to determine optimal pricing Consult with your team on carrier selection, product offerings and enrollment methodology Partner with you to ensure a smooth implementation and ongoing service
1 2 3 4
Voluntary and worksite benefits can be offered at little or no cost to your business. As these benefits are selected and paid for by employees directly, they help educate employees to appreciate the value of their total benefits program.
When it comes to benefits, one program does not fit everyone. Voluntary benefits are a cost- effective way for employers to expand their benefits program and offer employees choices that meet their unique needs.
Property and Casualty
Why Clients Choose PDAIS A local agent or broker plus the power of Alera.You gain immediate access to buying power and a wealth of resources. Whether you need expertise on a highly specialized risk or entrée to an insurance carrier, our platform is designed for collaboration. There are no product silos, competing profit centers or bureaucracies to get in the way. Better outcomes and a superior client experience. Collaboration is the key. We know that when we freely share resources and build on each other’s strengths, our clients win. Focus on getting the most out of every dollar invested in insurance. Buying insurance is the last consideration, not the first. We work with you to minimize risk and find the most effective ways to transfer it. The expertise and resources to handle the tough challenges organizations face. Whether it’s cybersecurity, organizational resilience, attracting and retaining talent, increased government regulation, Alera provides quick and easy access to experienced specialists who can help address the most complex issues. Tools that control risk, drive down cost and take the guesswork out of decisions. From our GPS tool that gives you a one-page visual of where you’re vulnerable and where you’re protected to benchmarking data that compares your insurance coverage and expenses to similar organizations, you get the intelligence you need to make sound decisions. Custom solutions. Our collective expertise and resources enable us to move beyond standard policies and services to solutions designed specifically for your situation. The ability to grow with you. What your business needs today will likely be different tomorrow. Alera has the breadth and depth to support you whether you’re expanding into new states, launching new products, acquiring a new business or looking to raise capital. Better and faster response. No one person has the knowledge to be the expert on every complexity your organization faces. That’s the beauty of working with Alera. If you approach your local team with something they haven’t seen before, the odds are extremely high we can quickly locate someone in the organization who has that experience and is eager to help. Fresh thinking and innovative solutions, not just the first time we look at your account but every time. We’re creative problem solvers who are never satisfied with the status quo. We challenge ourselves and each other to constantly find better ways to deliver for clients.
Personal Insurance
You’ve invested a lot of money into what you own
Personal lines insurance, including homeowners, auto, life, umbrella, and more, keep you safe from devastating financial loss when disaster strikes. AIA, Alera Group’s licensed personal lines specialists can help you create a customized, cost-efficient insurance program to protect your belongings and your wallet. As an independent insurance brokerage firm, we compare plans from a variety of competitive carriers to find the best policy, so you get the best coverage at the best rate for your needs.
Our team of experts specialize in:
Auto Insurance
Home Insurance
Umbrella Insurance
Life Insurance
Valuable Items Insurance
And More
By bundling all of your insurance together, you can create the most customized insurance program that’s specific to your needs. Connect with us today for a free, no-strings-attached consultation to see what we can do for you.
We say what we do and do what we say! If you’d like to hear directly from our clients, just let us know and we’ll connect you!
Medicare and Life Insurance
Insurance solutions designed for you, your business, your future. At Alera Group, our primary focus is helping you find the best possible health insurance coverage for your budget. Medicare eligible employees have more options that can improve their benefits while saving you money. For employer groups with less than 20 employees, Medicare education is a must. Lean on us! Schedule our certified Medicare team for a no-cost Medicare Education Seminar during your next open enrollment.
Medicare For Medicare eligible individuals, we offer a no-cost meeting that will help them to: X Understand all the options under Medicare X Compare Medicare vs. the employer’s plan X Learn about Medicare supplement, Medicare X Advantage and Part D Prescription Drug Plans X Prepare for the Medicare Annual Enrollment Period X Find out how to minimize out-of-pocket health costs
Life Insurance Our life insurance specialists will work with you to craft a proper personal or business life insurance policy ensuring the financial future of your family or organization. X Personal Life Insurance X Business Continuation Life Insurance
Learn More Here
Your healthcare choices are very important. At Alera Group we are here to help you make the right choice for your unique needs. During last year’s Medicare annual enrollment period, we helped almost a thousand of your neighbor save hundreds, even thousands, of dollars. It’s our passion!
Connect With Us
Webinars
Learning and staying on top of trends, together. X LEARN - Timely and accurate guidance on the latest news, coverage insights, safety training, and compliance alerts from Alera’s team of experts. X EARN - Webinars are approved for one SHRM and HRCI credit. X ASK - Our experts are here to take on your questions during our live webinars.
Register For Upcoming Events
Insights & News
Read the latest insights written by our experts on timely topics impacting the corporate and insurance world.
ViewThe Latest Insights & News
Thank You
Pennsylvania Dental Association Insurance Services 4550 Lena Drive Mechanicsburg, PA 17055 (717) 234-6530 https://pdais.aleragroup.com
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