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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

Before Sullivan, we had been with the same broker for 10+ years. I decided it was time to see what else was out there so we invited Sullivan to a meeting. There, Joe Sullivan said they smother their clients with customer service. And, oh my goodness, have they lived up to their word on that!

Jeanne JewettHuman Resources DirectorWayne Automatic Fire Sprinklers