|As your broker, we provide the following services and support to your company at no additional cost:
· Research and analyze client’s groups benefits needs and physician networks.
o Review current plans and level of satisfaction.
o Determine key person’s objectives.
o Collect census.
· Survey the marketplace for appropriate plans and carriers.
o Analyze the available carriers and plans.
o Check that key person’s physicians are in proposed network.
· Present plan alternatives that meet client’s benefits and budgetary needs.
o Prepare presentation.
o Explain plan differences.
· Define eligibility.
o Explain the requirements for group coverage.
o Acceptable waivers.
o Participation requirements.
· Prepare master application, supporting documents and employee enrollment.
o Group Application which defines the terms of the plan.
o Eligibility documents supplied by group and included with the application.
o Employee enrollments completed by employees defining their status and named dependants.
· Educate employees about their plan.
o Install the plan upon acceptance by the carrier.
· Support your client’s employee benefits and HR needs.
o Be available to respond to questions regarding the plan, claims and eligibility.
o Keep clients ahead of the curve by notifying them of changes in laws—issues that will directly impact their businesses.
o Provide customer support throughout the plan year such as enrollment changes, claims and insurance I.D. cards.
o Provide support when COBRA issues come up or mini-COBRA needs for less than 20 employees.
· Help with open enrollment issues.
o Provide support at open enrollment time with explaining choices and assisting enrollment.
· Provide documentation such as SPDS when needed.
o Arrange to provide the documents at inception and for changes in the plan.
· Facilitate renewal and eligibility verification.
o Provide explanation of renewal
o Design plan alternatives in line with budget and priorities.
10 Union Place , Newton, NJ 07860
Ray Convey (BBA, MBA) - Has an undergraduate degree in Business Administration, a Graduate Degree in Finance and a Certificate in Global Economics from Harvard Graduate School. He served as a Senior Vice President in charge of Consumer Lending for Chemical Bank NJ and as President of Chatham Savings. He holds licenses for Life, Health, Accident, Sickness, Property and Casualty.
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