Agency Checklist

From facilitating new hires and annual open enrollment meetings to aggressively shopping the market each year, we provide the resources to effectively manage all aspects of your Employee Benefits. At Florida Insurance Brokers, customer service is our number one priority and that is what sets our Agency apart from others.

When looking for an Employee Benefits Agency, you probably have certain goals in mind. We hope this check list will help you evaluate not only Florida Insurance Brokers, but your current Agency as well.

Checklist

Online Enrollments and HRIS System Implementation, Open Enrollment & Health Fairs.Explain requirements for Group Coverage, define Eligibility, and identify acceptable Waivers.Present plans, terms and rules to both employer & employee; Assemble, Collect & Process applications.Prepare Audio-visuals, Brochures & Computer presentations for Open Enrollment meetings.Prepare and Maintain Wrap SPD's & Wrap Plan Documents.Provide annual Market Analysis of group renewal with top carriers, prepared 45 to 60 days prior to effective date.Deliver in person, Personalized Benefit Packages that keep pace with the ever changing health care market.Provide HR Consulting, Administrative Assistance and Claims Advocacy.Provide information on creative funding through HRA's, HSA's, & FSA's, in addition to Dividend, Level-funded and Self-funded Health plans.Underwriting Advocacy with Health Carriers for the most competitive rates.Benefit and Plan Performance reviews, as well as, Industry Trends and Legislative Updates.Provide the latest information on Health Care Reform, Compliance Deadlines, and ERISA requirements.Offer a Variety of Support Solutions for Back Office, New Hires, Terminations, COBRA and Billing Issues.Provide Monthly HR and Benefits Newsletter and Online HR Library.