Renewal season doesn’t have to be stressful or chaotic. When you work with our agency, we guide you through each step so you’re never caught off guard.

Here’s how our renewal process works:

• Step 1: Strategic Review We analyze your current plan performance, review employee utilization, and identify any red flags.

• Step 2: Market Shopping We go to market with your census and benefits goals, shopping traditional small group, level-funded, and alternative options.

• Step 3: Side-by-Side Comparison You’ll get a clear breakdown of cost, benefits, and impact—so you can make an informed decision.

• Step 4: Employee Communication We host open enrollment meetings, provide custom benefit guides, and answer individual questions to ensure a smooth rollout.

• Step 5: Year-Round Support After renewal, we’re still here—handling claims issues, onboarding new hires, and navigating compliance.

A smooth renewal is possible—with the right partner in your corner.