Client Services We are committed to 100% client satisfaction. To measure our performance and effectiveness, we can provide our clients with a Service Tracking Summary which details our response turnaround time on issue resolution and also indicates any recurring problems with specific carriers. It is our job and our pleasure to stay on top of your benefits needs, each and every day.

The Three R's of Client Service


  • Personalized Service – Dedicated representatives that you can access directly
  • Internal Representatives – We are available from 8:00am to 5:00pm weekdays.
  • Team Approach – We work together to resolve your needs


  • Documentation and Communication – you will always know the status of your question or issue. Every client contact is electronically documented, and your service team will follow up promptly on your request, usually within one business day.
  • Experienced Professional Staff – Each of our licensed health insurance professionals has an extensive client service background and insurance/benefits experience
  • Access to Carrier Management – if an issue is not resolved to our satisfaction; we have a direct line to tome of the most senior administrators at each of the major carriers.


  • Client, Carrier and issue Specific Reports – We have the most up to date software that allows us to access reports which can pinpoint areas that require attention.
  • Real Time Tracking – As soon as your service representative enters your date, it is immediately available for tracking by our insurance professionals
  • Negotiation Tool – Our reports can identify trends and problem areas which assist us in negotiating rates aggressively on your behalf each year