| ASSESSMENT
-Determine your needs and objectives
-Work closely with you to design and implement a plan around those objectives
-Provide guidance with regards to funding the plan
MARKETING/ANALYSIS
-Gather data to market plan to competitive carriers
-Submit proposal request to insurance carriers who can accomodate your requirements
-Thoroughly analyze the quotes received for plan design and cost effectiveness
-Negotiate with carriers to tailor plans and rates to suit your needs
-Provide easy to understand proposal materials which meet this criteria, and meet to examine our recommendations
IMPLEMENTATION
-Assist you in compiling all necessary application material
-Submit application material to chosen carrier and remain active in the underwriting process throught the approval/effective date
-Arrange and conduct meetings to review new or renewed plan with your employees
-Arrange and conduct meetings to review new or existing administration procedures with your benefits admininstrator
SUPPORT
-Assist your benefits administrator with employees' questions or problems regarding administration or claims
-Remain an ongoing resource to you and your employees regarding COBRA, HIPAA, Medicare, and other federal and legislative issues
-Advise on pre-tax payroll deduction plans
-Assist with 5500 form filings
-Be available to you for all day-to-day employer and employee concerns regarding your benefit plan
-Continue to monitor your plan's effectiveness throughout the benefit year, as well as at renewal, as carrier policies and procedures and legal issues impact your plan
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| Southern Benefits
(843)881-7636 main
(843)881-7236 fax
871 Lowcountry Blvd.
Suite 201
Mt. Pleasant, S.C. 29464
www.southern-benefits.com
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