Client Management Approach
Phase 1
Phase 2
Strategic Planning
Current Program Analysis
Collect and review SPDs, contracts, employee communication materials, historical claims experience, utilization and other important information. Benchmark plan designs, employee contributions and total cost. Discuss cost analysis and financial forecasting for the current program Review wellness offerings, disease management and employee engagement
Understand current and desired employee benefit program intentions Determine how the benefit program objectives align with your corporate strategy Assist in designing a responsible benefit program to protect your employees Evaluate current market trends and incorporate all strategies into a three-year action plan Create performance metrics to ensure success
Phase 3
Phase 4
Program Management
Action Plan
Renewal pricing, analysis and negotiation Financial and plan design analysis Monthly/quarterly claims experience Plan benchmarking Quarterly program reviews Compliance and ACA guidance HR Assistance Service calendar Monthly newsletter
Vendor Management Employee/Employer communications
Claim assistance and resolution Eligibility management support Compliance Updates Employer/Employee Education Programs designed to provide resources for making wise healthcare choices Updates on benefit trends and product innovation
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