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Brokerage Services for Insurance and Employee Benefits
Wellness Strategies
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Wellbeing team to include our relationship with many vetted vendors for price and contractual
concessions
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ROI development based on programs
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On-site clinic consulting
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Strategy based on needs and utilization of client
Compliance updates and recommendations on a monthly or as-needed basis
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Provide annually updated “For Your Benefits” reference guideline
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Educate regarding federal and state requirements (for example: COBRA, HIPAA, and Medicare Part D)
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Provide updates and support compliance issues (“At Issue” publication)
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Prepare 5500 forms
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SPD & Wrap Document creation
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Educational seminars and/ or webinars
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Benefit Booklets to contain all required regulatory communications
Communications
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Benefit Booklets, Brainshark Enrollment Videos with hyperlink, In-Person Meetings, Bi-Lingual
support
Cost-Containment and population health strategies
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Cole Harris, VP of TN – has built a reputation in the East TN environment for creatively containing
costs through alternate funding strategies, and outside-the-box containment strategies. He has
saved Fully-Insured clients consistently 15-20% over existing costs through alternate funding, and
has created strategy in self-funding where none previously existed.
Update to the Annual service timeline and three-year strategy on an annualized basis
National Pharmacy Director to consult and provide National partnerships on various Pharmacy Benefit
Managers for your benefits program
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Through the creative strategies of our Pharm D., we were able to save over 1.2 Million through
Pharmacy Consulting for a client with around 1,800 employees