Advocacy &
Consultative Services
Consultative Services
Complimentary claims management assistance
Questions about Insurance claims? In addition to your health insurance claims management, we can help you manage workers’ compensation claims and other property, casualty, and general liability claims.
Annual plan review
Need assistance with insurance plan renewal? Most insurance plans renew automatically at the end of the term. It is essential to review your coverages to make sure that your information is up to date. Annual reviews should examine all areas of your life to identify changes in coverage limits (i.e., applicable discounts, paying too much) or the need for new coverages (i.e., bought a boat, added a pool or room to your property). We can help you discover the red flags that would suggest you speak with your representative for the relevant insurance.
H/R Services
Whether you seek to improve your business culture, need help with required or recommended documents for activities such as onboarding new employees or terminations, help with structuring a meaningful performance review, or best practices for disciplinary issues, or other workplace issues, we can help. Our services are complimentary, just ask! If we don’t have the answers, we almost always know where to find them.
Health and Wellness Events at Work
Employee wellness events are aimed at improving and maintaining the overall health and well-being of your employees. Building a culture of health at work helps to improve lifestyle choices both on and off the job. Highly effective programs often inspire participants to stop smoking, maintain a healthy weight, eat right, and exercise. Healthy employees miss less work, are more productive. The business benefits from a positive culture with less conflict and great comradery, which often results in improved employee retention.
Health and Wellness Events for Personal Social Groups
Personal social groups such as active senior groups, extended family activities; essentially almost any group in which members attend/participate periodically, find that members are happier because they feel better and enjoy the spirit of participating in a group goal or contest.
Activities for Work and Personal Social Groups include:
Health and wellness fairs during open enrollment for employees and all
Weight loss, steps walked, and other similar competitions with a modest prize for the winner (i.e., step tracker)
Potlucks and snacks based on healthy foods with a recipe exchange and modest prize for the best dish (gift basket with healthy condiments, meal fixings)
Weight loss competition – biggest loser gets a modest prize (cookbook, spice selection)
Sound Productive and Fun?
IT IS! Rewarding Too!
Contact Us To See How We Can Help.
Risk Management Services
Mandatory/Non-Mandatory Employee Training
Training is complimentary, a small cost for copies/materials may apply
Health and Safety Compliance
Environmental Compliance
Rules and regulations relevant to compliance change frequently and can be quite complex. Whether you need to establish a program or have been cited we can help you navigate the process and recommend resources to ensure your business remains complaint.
Our Professional Partners
Need a referral for a trusted professional?
Our business partners include:
Cal-Savers/401k plans small groups
Payroll Services and Support
Property & Casualty, Umbrella, Auto and Recreational vehicles insurance for Individuals/businesses
CPA/tax services
IT professional support
All life insurance products
Financial Planning
Wills & Trusts