Nature and Scope of Services Provided

The broker/consultant is required to detail the services that they will provide to the client pursuant to the contract or agreement either in place or proposed. For most brokers/consultants, these services might include, but would not necessarily be limited to the following:

Placement Services
  • Conducting a review or evaluation of current plans
  • Performing an analysis of the plan’s renewal
  • Providing a summary of plans and policies
  • Implementing client-directed coverage
  • Negotiating with carriers and advice regarding opportunities for improvement
Enrollment Services
  • Supporting client in presentation and administration of annual enrollment process
  • Providing resources to educate or engage plan members
  • Implementing an online service platform to facilitate annual enrollment
Plan Servicing
  • Setting up premium deductions, servicing the plan, reviewing plan performance
Account Management Services
  • Serving as a liaison between client and carrier
  • Facilitating resolution of billing concerns
  • Eligibility maintenance
  • Plan questions
  • Claims-related issues
  • Assisting employees in addressing general benefits questions
  • Reviewing contracts for accuracy of plan provisions
Value Added Services
  • Providing access to HR services
  • Analytic platforms
  • Wellness Resources
  • Providing access to COBRA administration
  • FMLA management
  • HSA/FSA/HRA administration
  • Regulatory filing assistance
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