Our client-centered process, supported by meticulous analytics, in which we uncover together your tools for success and continually refine how we serve you.
DISCOVERY
The discovery phase honors the complexity and singularity of your business. It's in this phase that we discover who you are, what makes you tick, what excites you, what concerns you, and where opportunities are waiting for you.
DESIGN
After learning about your strengths and challenges as an organization, we gather resources and products that will help you. We'll present your options, based on our research, and move forward based on what you decide.
DELIVERY
Now, it's time to implement those decisions. We'll assist in getting the new services, tools, and benefits you've selected up and running.
DEDICATION
Our dedication continues as we assist with your daily needs. We're always ready to be of service and adapt to any new challenges and opportunities that arise.
Agent of Record letter & Consulting Agreement signed
Introduction to Grace & Porta team members
Certificates, benefit summaries, claims utilization, and related information procured
Corporate policies like new hire waiting period(s), termination policy(ies), eligibility requirements, etc, verified
Electronic enrollment system (involves system build, review, and testing) implemented
Custom employee benefit guide created
Historical plan utilization reporting reviewed
Open enrollment completed for which we offer: a powerpoint presentation, face-to-face meetings, webinars and/or group meetings and recordings
Open enrollment employee data and changes submitted to carriers
Post-open enrollment billing audit performed
Quarterly and mid-year meetings scheduled to review plan performance and future planning
Process sheet shared (an overview of group benefit basics, Grace & Porta responsibilities, & group responsibilities)
Other services: SPD, ThinkHR, EDI Connections, Compliance Dashboard, ACA Reporting, 5500, Medicare D Notices