Schedule a Meeting
Discovery Meeting
This is a quick meeting to learn more about you and how we can support you.
Strategy Meeting
Our team consists of experienced consultants with diverse backgrounds in various industries. We combine our expertise to deliver innovative solutions to our clients.
Benefits Counseling
Benefits Counseling
Benefits Counseling sessions are confidential, customized and complimentary for all valued clients.
New Client Discovery Form
Congrats on your New Prospect!
Click on the link below to submit a
New Client Discovery Form to activate the
Client Process with our Client Services team.
Enrollment Guide
Congrats on your New Client!
Click on the link below to submit the enrollment guide so our Client Services team can build out your enrollment.
Post Enrollment
New Client Meeting (Post Enrollment Meeting)
- What did you like most about your experience?
- Were there any challenges during open enrollment?
- How can we serve you better moving forward?
- Do they want monthly or quarterly check ins?
- Give a tour of how to use the Benefits Administration Technology: Ease, Employee Navigator, or Gathr
- Review Payroll Deduction reports to make sure the Plan Administrator understands them and answer any questions they may have
- Who do you know who can benefit from our services?