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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.

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WHAT ARE YOU MISSING?
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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.

Why?

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

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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.

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OUR PROCESS

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.

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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

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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

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READY TO USE COMPLIANCE AS A COMPETITIVE ADVANTAGE?

To find out what we can do for you, simply contact us for a no-pressure intro to your business and your problems. We're here to help. 

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Testimonials

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.”

TOM BALL

PARTNER, BALL PEOPLES

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GET IN TOUCH

LET'S DISCUSS YOUR COMPLIANCE NEEDS

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