Brokers Services

Face to Face

Face To Face

With over 30 years of experience in Benefits Communication, we have found that many employees today still prefer the more personalized enrollment experience of meeting Face to Face with a Benefits Counselor. The following is a highlight of our Face to Face Enrollment Services;

Review Current Benefits Package

Our benefits counselors review with employees their existing benefits package. We feel it is important for employees to be aware of the benefits that are available, including all their current elections.

Review Worksheet

Counselors will review each employee’s dependent care and medical reimbursement account worksheets to help the employees determine which plans will be most beneficial to them.

Voluntary Coverages

Counselors will also give the employees the option to purchase additional coverage. These voluntary products are designed to enhance, not replace, existing group benefits. Most of our products are eligible for pre-taxing under a flexible benefits plan based on Section 106 of the IRS Code, so employees can purchase these benefits with pretax dollars. All benefit selections are completely voluntary, with no minimum participation requirements.

Discuss Flexible Benefits Plan

Counselors advise employees on all aspects of the flexible benefits plan, and answer any questions they may have.

Provide Claims Procedures Packet

For each employee who chooses to participate in the flexible spending accounts program, our counselors provide the employees an employee claims procedures packet. This information outlines the steps employees must take to file a reimbursement claim.

Complete Election Form

At the end of the enrollment, counselors will ask each employee to sign an election form indicating their choice of whether or not to participate in the plan. This form documents the employee’s choice of benefits, along with the salary reduction agreement. Election forms can also serve as payroll entry documents for your payroll department.