Critical screening questions:

What is the process used to thoroughly assess the needs in combination with the wants?

How does the proposed plan design compare with other companies in the same industry?

How does the proposed plan work to attract, motivate, and retain valued workers?

What does the renewal process look like?

Is the broker available after the sale to address both the client and employee questions or concerns relating to the administration and claims issues?

Will the broker host employee meetings to communicate details of the plan to the members?

What is the after sale education?

How often is the plan analyzed to ensure it keeps pace with the marketplace trends and competitive pricing?

What is the broker retention of clients?

This will show whether they have a successful track record of properly negotiating renewal rates to the best advantage for the clients they represent.

Other Considerations:

Access to unique solutions, outside the traditional model and an ability to merge these to the full benefit of the employees within the company.

  • Flexible benefits
  • Health Spending Accounts
  • Administrative Services Only


No matter the size of the organization, there is a solution which is right.

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