Services
45 Min Consultation (FREE)
During this session, one of our expert consultants will sit down with you to perform a thorough needs analysis/ policy review. We will explore your current challenges and objectives to determine the most effective solutions tailored specifically for individuals and businesses.
Initiation/ Onboarding
During the onboarding session, your dedicated consultant will present a customized benefits package tailored for your business. We will also cover compliance issues, set effective start dates, and outline the data retrieval and processing steps necessary to ensure timely enrollment for your employees. Throughout this process, we will assess your current challenges and objectives to craft solutions that are precisely aligned with the needs of both your business and your employees.
Total Assurance Partnership
Should you choose to partner with us, your dedicated consultant will outline the details of our monthly retainer and the extensive range of services we offer. These include, but are not limited to, Comprehensive Compliance Review, Business Continuity Planning, Strategic Coverage Planning, Policy Customization Program, and Risk Management Solutions. We also provide expert management of claims, respond to employee onboarding queries, address concerns, and assist in constructing tailored insurance and benefits packages.
“Financial advisors must provide holistic advice, not just risk management advice. If it's risk management only, they are insurance advisors.”
— David Angway