• Audit and Review Current Plans

• Prepare Report Analyzing Current Plans with subjective comments and recommendations
• Develop long range plans and objectives
• Prepare and analyze employee questionnaires
• Plan Design and Rate Negotiation
• Formulate strategy for upcoming renewal, and discuss with you at least 100 days prior to renewal date
• Request renewal rates from carrier at least 60 days in advance of renewal date
• Negotiate renewal rates with current carriers
• Evaluate funding options
• Competitive Bidding
• Draft bid specifications
• Analyze bid responses from all competing carriers
• Fine tune bids to meet your needs
• Implementation
• Set up employee meetings to discuss benefits
• Complete applications and contracts
• Order booklets and ID cards
• Make copies of all pertinent information for your files
• Conduct open enrollment meetings
• Design announcement letters and Benefit Summaries
• Answer employee questions and concerns
• Ongoing Management Service
• Assist employees with claim questions and problems
• Assistance with billing, enrollment cards, ID cards, etc.
• Develop and coordinate enrollment packets for new hires
• Communication about legislative issues (i.e. Healthcare Reform)
• Assist with COBRA, TEFRA and SECTION 125
• Help with the preparation of Summary Plan Descriptions
• Plan Management
• Evaluate & recommend future options (dental, life, vision, etc.)
• Coordinate Section 125 options
• Coordinate all aspects of your employee benefits program.

We suggest that you use the above list like a checklist. Compare the services you are receiving now to what you would receive as customers of Barker & Associates LLC.