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How We Organize Around Our Clients

Client Onboarding Process

Implementation, Plan Design and Service

When you select us as your employee benefits partner, we move swiftly to organize around your needs and put into action a plan to create and carry out benefits programs that are perfectly aligned with your organizational goals.

Our process includes detailed steps within each of these 5 major areas:

  1. Initial Discovery
    1. Initial meeting and planning
    2. Information gathering
  2. Plan Alternatives and Refinements
    1. Detailed review of existing employee plans
    2. Review of consumer-directed health plan options
    3. Voluntary benefits options
    4. Create implementation plan
  3. Vendor Selection
    1. Bid specifications
    2. Vendor solicitation
    3. Vendor selection
  4. Evaluate Other Plan Components
    1. Wellness initiatives
    2. Retirement
    3. Enrollment
    4. Total compensation
  5. Plan Implementation and Administration
    1. Employee communications
    2. HR support
    3. Compliance
    4. Hiring and retention goals
  6. Compliance
    1. Overview of existing compliance status
    2. Affordable Care Act (ACA) Compliance
    3. Fill in missing components

Within each of these steps are a number of activities that our experience has proven are critical to the success of employee benefits plans.  To learn more, contact us today and we will schedule time to explain the details of how we assure a smooth and effective transition with Sullivan!

What Others Say About Us

Sullivan understands our business. They know all of our employees on a first name basis. That is very, very unique. Other brokers don’t have that level of personal knowledge.

Cheryl ViaderoVP of Human ResourcesCommunity Health Centers
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