·         Research and analyze client?s groups benefits needs and physician networks.
.         Review current plans and level of satisfaction.
.         Determine key person?s objectives.
.         Collect census.
·         Survey the marketplace for appropriate plans and carriers.
.         Analyze the available carriers and plans.
.         Check that key person?s physicians are in proposed network.
·         Present plan alternatives that meet client?s benefits and budgetary needs.
.         Prepare presentation.
.         Explain plan differences.
·         Define eligibility.
.         Explain the requirements for group coverage.
.         Acceptable waivers.
.         Participation requirements.
·         Prepare master application, supporting documents and employee enrollment.
.         Group Application which defines the terms of the plan.
.         Eligibility documents supplied by group and included with the application.
.         Employee enrollments completed by employees.

·         Educate employees about their plan.
.         Install the plan upon acceptance by the carrier.
·         Support your client?s employee benefits and HR needs.
.         Be available to respond to questions regarding the plan, claims and eligibility.
.         Keep clients ahead of the curve by notifying them of changes in laws issues

·         Help with open enrollment issues.
.         Provide support at open enrollment time with explaining choices

 ·         Provide documentation such as SPDS when needed.
.         Arrange to provide the documents at inception and for changes in the plan.
·         Facilitate renewal and eligibility verification.
.         Provide explanation of renewal
.         Design plan alternatives in line with budget and priorities.