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Our Story
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Employee Benefits
Medical
Dental
Vision
Life
Disability
EAP
FSA
Integrated Onboarding, Payroll & Technology
Human Resources
Group Retirement Plans
Workers’ Compensation Insurance
Individual Insurance
Individual Health Insurance
Medicare Supplemental Plans
Individual Life Insurance
Pet Insurance
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626.795.4138
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626.795.4138
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Questionnaire
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First name
*
Last name
*
Company name
*
Email
*
Phone
*
What is your current renewal date?
Which benefits do you currently provide?
Medical
Dental
Vision
Life
Voluntary life
Short-term disability
Long-term disability
Voluntary benefits
401k
Current medical insurance carrier
Current dental insurance carrier
Current vision insurance carrier
Current life insurance carrier
Current voluntary life insurance carrier
Current short-term disability insurance carrier
Current long-term disability insurance carrier
Current voluntary benefits insurance carrier
Current 401k carrier
What are your current employer contributions for employees and dependents?
Medical
Dental
Vision
Life
Voluntary life
Short-term disability
Long-term disability
Voluntary benefits
401k
Current medical contribution
Current dental contribution
Current vision contribution
Current life contribution
Current voluntary life contribution
Current short-term disability contribution
Current long-term disability contribution
Current voluntary benefits contribution
Current 401k contribution
What is the waiting period for new employees?
How many eligible employees do you have?
How many employees participate?
What online enrollment system do you currently use?
One-Employee Navigator
Ease
ADP
None
Other
Which online enrollment system do you use?
Is your online enrollment system integrated with your payroll system?
Yes
No
Who is your payroll provider?
How is your current program working, and what are the biggest challenges and common complaints?
Do you currently have any recruitment and/or retention issues?
Do you feel your employee benefits package aligns with your company’s goals?
Submit
Our Story
Our Services
Employee Benefits
Medical
Dental
Vision
Life
Disability
EAP
FSA
Integrated Onboarding, Payroll & Technology
Human Resources
Group Retirement Plans
Workers’ Compensation Insurance
Individual Insurance
Individual Health Insurance
Medicare Supplemental Plans
Individual Life Insurance
Pet Insurance
Our Approach
Blog
Contact
Client Portal
626.795.4138
Book Consultation