We help benefits consultants eliminate fines, penalties, and lawsuits for their employer clients
Join the dozens of small-to-medium sized benefits brokers who have eliminated millions of dollars in exposure for hundreds of clients.
Click the button below to download our comprehensive compliance onboarding guide to learn how to onboard your employer groups in a manner that will improve your compliance confidence, reduce risks to your agency, and ensure your key clients are happy.
WHAT ARE YOU MISSING?
Many, if not most of the those we work with thought they had compliance covered.
In reality, we find gaps in 100% of the brokers and employers we work with - even those with "comprehensive" solutions already in place.
Because most compliance solutions provide accurate detail on what's required, but little to no assistance where it matters most: translating that detail into the actions and follow-through that drive your business and clients to compliance.
If you currently use compliance software or have ERISA attorneys on staff or on retainer, the odds are that your implementation of compliance requirements is lacking - sometimes dramatically.
That is what makes our system so different. We help you reduce costly mistakes and gaps with your current compliance efforts so that you can:
Retain your top clients and solidify their trust in you
Turn your prospects into clients
Help employers avoid thousands or millions in fines and lawsuits
Help you as the broker avoid lawsuits for compliance negligence
Get your most valuable clients into compliance quickly and painlessly
What we do
COMPLIANCE SOLUTIONS FOR BENEFITS CONSULTANTS & EMPLOYERS
COMPLIANCE ADVISORY PROGRAM (CAP)
Our CAP program is the perfect fit for the small-to-medium sized benefits brokerage who finds that their demand for compliance expertise is quickly outpacing their capabilities. One of our most popular services, the CAP program helps to keep your business running smoothly without the burden of a full-time compliance hire.
Whether working as a CAP client or otherwise, our unique system is designed to walk a broker (and employer) through a series of well-defined steps to quickly and painlessly identify and eliminate compliance gaps.
1. COMPLIANCE CHECKUP
Our quick Compliance Checkup is a massive value:
Defend against competing brokerages
Improve employer retention rates
Ensure continued improvement in complete healthcare costs
Quantify Unseen Exposure
2. COMPLIANCE DEEP-DIVE
Our Deep Dive goes a step further in ensuring employers understand their obligations, yielding:
Extreme levels of confidence in broker capabilities
Complete confidence in understanding compliance risks
Massive increases in employer satisfaction levels
3. COMPLIANCE AUTOPILOT
Our compliance autopilot takes the burden off of the broker for ensuring their client gets into compliance, creating lasting results:
$200-300K+ in eliminated compliance exposure
Eliminated risk of E&O claims to broker
Creation of repeatable processes within broker and employer
WHAT CLIENTS ARE SAYING
“She wasn't only professional, she was a pleasure to work with. I was able to get our problems solved and focus on the business.”
PARTNER, BALL PEOPLES
GET IN TOUCH
LET'S DISCUSS YOUR COMPLIANCE NEEDS