The Summit 6-Step Performance Process provides clients with a proven blueprint for successfully reducing, managing and controlling employee benefit plan costs. This results-driven approach immediately identifies challenges and addresses future needs through the development of a comprehensive action plan.

STEP 1
OBJECTIVE DEVELOPMENT
We listen closely to assure we understand and address your specific concerns. We put everything on the table to develop clear objectives – exploring current benefit levels, current costs, previous costs, employee contributions, service expectations, product issues, plan administration, communications, tolerance for change and business profiling.

STEP 2
BENEFIT MODEL DEVELOPMENT
We offer customized solutions from Fully Insured and Self-Insured to Health Savings Account (HSA) and Health Reimbursement Account (HRA) plans with a range of deductible levels. Our extensive training and experience assists companies with critical and complex compliance issues associated with COBRA, Section 125, Flex Spending, and much more.

STEP 3
VENDOR SEARCH
As one of the region’s top independent agencies, serving a roster of over 900 corporate clients, we leverage extensive relationships with all of the major industry carriers, continually achieving top performance levels.

STEP 4
BENEFIT & VENDOR SELECTION
We promote plans with clear options and an unfiltered view of the entire marketplace. We bring all the information together in an easy to understand executive summary, so you can compare and analyze your company’s choices. For each and every benefit plan, we provide comprehensive data to back up our recommendations.

STEP 5
IMPLEMENTATION SERVICES
Our uncompromising commitment to implementing your plan is critical to achieving complete employee participation and long-term success. We enlist the carriers’ extensive resources to support our personal and collaborative efforts, coordinating internal communication, employee announcement letters, enrollment packages, benefit briefings and individual benefit selection.

STEP 6
ADMINISTRATIVE COST REDUCTION
We can help realize additional savings in commonly overlooked areas. Our service-oriented relationship involves continuous administration, new employee orientation as well as claims & billing issues. Regular reviews focus on enhancing plan utilization, services and committee meetings. We stay on top of ever-changing news and technology to implement innovative strategies when and where appropriate.