Our Approach

The Connectivity Method

The Connectivity Method

Our client-centered process, supported by meticulous analytics, in which we uncover together your tools for success and continually refine how we serve you.

Transition Timeline

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