Support That Doesn't End Once Your Plan Is Set Up
Setting up a benefits plan is only the beginning. We handle renewals, PCORI filing, enrollment changes, and whatever else comes up, year-round, not just when it's time to renew.
Annual Renewals & Quoting
Your plan gets re-shopped and reviewed every year, not automatically renewed without a second look.
Enrollment & HR Admin Support
New hire enrollments, plan changes, and general benefits questions, handled directly whenever they come up.
PCORI Tax Filing
We track your filing deadline and handle the paperwork so it doesn't slip through the cracks.
Why Clients Call Us for More Than Renewals
Most brokers disappear after the sale and resurface a year later at renewal time. That's not how we work. Clients bring us anything related to their benefits admin, a new hire who needs to enroll, a compliance deadline they're not sure about, a question about a claim, and we handle it directly instead of pointing them somewhere else.
That's part of why clients tend to stay with us for years. Twenty years in, the clients who've left almost always did so because their business closed or was acquired, not because they went looking for someone else. When we're the ones handling everything year-round, there's less reason to shop around.
Ongoing Support Questions Business Owners Ask
Who handles PCORI filing and benefits admin for businesses like mine?
We do, directly. We track your PCORI filing deadline, prepare the paperwork, and handle enrollment and HR admin questions as they come up throughout the year, not just at renewal.
What happens after my plan is set up?
You stay in touch with us for anything related to your benefits, new hire enrollments, plan changes, general questions, or compliance deadlines. We don't disappear until the next renewal.
How do you make sure I don't miss a compliance deadline?
We track deadlines like PCORI filing and renewal timelines on your behalf and reach out ahead of time, so you're never caught off guard by a due date.
Do I need to re-shop my plan every year, or does it just renew automatically?
We re-shop and review your plan every renewal cycle rather than letting it auto-renew. That way you know you're still getting a competitive rate and the right coverage for your team.