Since 1981, we have provided a Benefit Audit Service for no fee or charge. Through this comprehensive analysis of the various benefits applicable to most organizations, we can provide assistance to an organization and its board in several ways.

  • Understanding current benefits and costs
  • Comparing those costs / benefits with available alternatives
  • Reviewing overall benefit goals
  • Examining various solutions to benefit dilemmas
  • Assessing benefit needs in a competitive marketplace
  • Communication with staff before, during and after any benefit modifications

It is our hope that by being of assistance to your company we can develop a long-lasting brokerage or consulting relationship.

Our complete Benefit Audit Service includes the review of all that is listed in the following form, however, you may choose to have us review only those components which are current priorities for your organization.

 
   

Organization Name
Address
City
State Zip
Contact Person
Telephone
E-Mail
Number of Employees Full-Time
Part-Time
     
Benefit
Our Organization currently provides this benefit
We are interested in options regarding this benefit
Group Health Plans
Group Dental Plans
Voluntary (employee-paid) Dental Programs
Group Life
Voluntary Life Plans
Group Disability Income
Cafeteria Benefit Plans
Qualified Pension and Other Retirement Plans
Deferred Compensation Programs
Vision Care
Travel / Accident
Medical Reimbursement
Section 125
"Premium Only" Plans