How We Can Help
Together we'll help State Bar Members with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.
Employee Health and Well-being
The health and financial well-being of your employees impacts your bottom line. A successful workplace well-being program can reduce health insurance, workers’ compensation and disability costs.
A culture of health leads to increased productivity, fewer absences, higher morale and greater job satisfaction.
Together, we will help you create and implement a well-being program that fits your company’s culture and benefits strategy. You will also have access to the tools and resources you need to drive employee buy-in and engagement.
Compliance and Regulatory Support
You need a team of advisors behind you to help stay up-to-date with the ever-changing political and regulatory landscape impacting your company and benefit plan. Our advisors will work with you to understand new legislation or requirements that may impact your company.
Communication, Education and Technology
Save time, streamline administration, and educate your employees so you can focus on growing your organization. Through our strategic partnerships, we'll provide cutting edge technology solutions to meet your communication, employee education, and benefits administration needs.
Our open enrollment and communication support includes:
- Annual communication calendar
- Customized communication templates
- Presentations, open enrollment communications
- Periodic newsletters and updates
- Compliance and specialty health/benefit webinars
- Customized benefit open enrollment and new hire benefit guides
- Online and on-demand HR library, compliance tools and training solutions
Data Analytics, Benchmarking and Financial Reporting
Our advisors collect, analyze, and warehouse your claims and utilization data to provide you with more significant insights into your health plan cost drivers. Your advisor and service team use these findings to offer you actionable solutions that support your benefits strategy.
Our financial and metrics reporting services include:
- Customized financial and benchmarking
- Monthly claims reporting and analysis
- Affordability and minimum value testing
- Funding and contribution strategy
- Stop-loss deductible analysis
- Budget analysis
We can also help you with...
It's open enrollment season: Let's up your game
For many organizations, benefit open enrollment (“OE”) season is fast approaching. OE can be a stressful time for employees and seasoned HR professionals alike. Let's face it—benefits can be complicated and confusing.READ MORE Click here to learn more about open enrollment.
Managing Your Business
Are you managing your business to its full potential?LEARN MORE about managing your business.
Are you covered in case of a business interruption?
Don't let the loss of your facility stop you from keeping you open for business.READ MORE Click here to read more about business interruption.
Your Trusted Employee Benefits Advisor
A competitive employee benefits package will help you attract and retain top talent, but continuing to offer one can be tough. Your advisor will partner with you to address rapidly rising health insurance costs and implement a strategic, competitive benefit plan that fits your culture, without sacrificing your bottom line. Are you ready to take action to control your healthcare costs?FIND AN ADVISOR