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BEING PROACTIVE
Our
Proactive Approach To Serving Our Clients' Needs Also Includes:
- Preparing specifications
for competitive bidding.
- Reviewing
bids and preparing comparative analysis.
- Maintaining
awareness of federal and state legislation pertaining to
benefits.
- Keeping
up-to-date with knowledge of the various health and accident
plans and available sources.
- Counseling
our clients regarding benefit cost and the advantages and
disadvantages of proposals from competitive carriers or
third-party administrators.
- Monitoring
group insurance contacts, plan documents and amendments for
accuracy and adequacy.
- Reviewing
regularly the financial aspects of plans, including claim
experience, plan administration, benefit and reserve
adequacy.
- Assisting
in the preparation and filing of required forms for
regulatory agencies.
- Analyzing
insurance carrier's operation statements, if insured, to
verify that retention charges are in accordance with the
carrier's proposal and that any dividend or retroactive rate
refund is received on experience-rated policies.
Being
Proactive /
Why
Insurance /
Tampa Bay Office /
Treasure Coast Office
/
Check-up /
Services Provided
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