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How We Organize Around Our Clients

Client Onboarding Process

Implementation, Plan Design and Service

When you select Sullivan as your employee benefits partner, we move swiftly to organize around your needs and put into action a plan to create and carry out benefit 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 benefit 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

There is no area of insurance that Sullivan doesn’t cover, from making sure we are up to date on regulatory things to helping our people. We are very much hands-on. At Wayne we know that our manufacturing employees are the reason the rest of us have jobs. We also have a motto that if you take care of your customers then everything else will ta…

Jeanne JewettHuman Resources DirectorWayne Automatic Fire Sprinklers
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