An Overview of Our Services
Dependent upon the size of your organization, we will prepare specifications and market the plan to an appropriate number of insurance companies. We will then analyze the insurance company proposals, summarize them, and propose an insurance company (or more than one insurance company, if appropriate) for your organization.
We will then assist in the completion of the necessary application forms, etc. required to implement the plan. We will handle the set up of your plan with the insurance company(ies), and on our administration system.
With regard to our administration system, we maintain all employee and employer records on our computer network. We issue an administration guide, a monthly listed invoice (a separate one for each division/branch/location), employee booklets, employee certificates, tailored claim forms, pay-direct drug cards, and travel assistance cards. We also collect premiums (by cheque or EFT), and verify employee eligibility for the payment of claims.
Our ongoing role as consultant/broker includes the negotiating of annual renewals, the pricing of benefit alternates, and, when and if appropriate, the remarketing of your plan.