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  • Chat with us about your company and your current situation.
    Schedule a call with an advisor so we can understand your areas of concern.
  • Once we gain insight into your core objectives, we will outline common trends in your industry and develop plan design options within your budget. Once you have selected a plan design, we will implement the plan and onboard your staff.
  • If you have a current plan, we can generally onboard it onto our system and begin acting as your advisor right away. We will then work with you to determine if it is in your best interest to retain the current design and insurer, or if we should tweak the existing plan based on your usage, or if wholesale changes are necessary.