SERVICES & PRODUCTS
Lacking coverage? turning 65? needing help with an existing policy? looking into writing a group plan for your business?
Read on & to discover how we can assist you in finding the most cost-effective & competitive plan to fit your personal or business needs.
Links to helpful Resources
Periodic Educational Seminars onsite & online
On - Site Educational Enrollment Meetings
Quarterly Newsletter with Local & National Insights
Timely Legislative Updates
Web Based Services available 24/7 through customized Client Portal
EMPLOYEE BENEFITS PROGRAMS
Health & Dental Insurance
Self - Insurance Programs & Administration
Short & Long Term Disability
Long Term Care Insurance
Health Savings Accounts (HSA)
Qualified Savings Plans - 401(k)
Additional products & programs
Section 125 Premium Only (POP) & Flexible Spending Accounts (FSA)
Employee Assistance Programs
Voluntary Employee Benefits Programs
Employee Enrollment Meetings
Employee Enroll Packets - Paper & Electronic
Year-round Online Enrollment and HRIS through EaseCentral
HR Support - In office, web based, and telephone HR Professionals
Compliance Help - ACA, HIPAA, ERISA, COBRA, Section 125, & more!
Personalized Claims Service
Dedicated Service Coordinators
Live Phone Attendant
Current Benefit Review Program
Customized Spreadsheets or EDI for Payroll Deductions
SEND AN EMAIL
Use the form below to tell us about your needs, and we’ll call you back to schedule an appointment with one of our Agents. Please include whether you are inquiring about Individual, Group Business, Medicare, Supplemental Insurance, or something else. You may also call us at (805) 687 - 3225 to make an appointment.
Our general response time is one business day - we look forwards to working with you!