ABOUT OUR FIRM

Conforti & Associates is an independent employee benefits and consulting firm assisting businesses with employer-sponsored and voluntary group benefits. We specialize in custom benefit plans tailored to each client’s specific needs. We provide personalized attention, outstanding customer service, understanding of local market trends and a dedicated staff that understands your business and your employees.

Gerard Conforti

President / Benefit Advisor

President

Gerard graduated from the University of Rhode Island with a degree in accounting. He worked as a as a CPA for 6 years in West Palm Beach, Fl. at a national accounting firm. After leaving the accounting firm in 1988 he formed Conforti & Associates. Since inception, his firm has specialized in Employee Benefits. He enjoys establishing relationships with business owners in the South Florida area and helping them to attract and retain quality employees. Gerard’s attributes include his attention to details and his ability to understand and present complex financial issue so that the business owners and employees can understand and make informed decisions.

Gerard has been very active in the community over the past 25 years. He has served on numerous Non for Profit Board of Directors and enjoys giving his time to help others. He has three children who keep him quite active. In his spare time he enjoys golfing and watching football.


chamber

OUR APPROACH

The Right Plan for Your Business

Our business is building enduring relationships based on the individual needs and circumstances associated with each client.

Guidance

Our Advisors work with you to create a customized plan and help you implement your benefits strategy. They suggest products and services only after considering your specific goals and needs. Your Employee Benefit Advisor will monitor your situation and suggest changes to your benefits plan as they become necessary.

Fact Finding

The first step of a systematic process to help business achieve their objectives is to gain an understanding of the firm’s benefit philosophy and corporate strategy.

Analysis

Using analytical tools, an assessment of the current plans will be conducted. This typically includes claim utilization, plan costs, contracts, network appropriateness, plan design, funding approaches and other elements that make up the overall plan.

Recommendations

Your business will receive a presentation of findings that includes any recommendations for improvements to the plans and how to integrate corporate goals into the final overall plan.

Implementation

Depending on decisions made in the recommendation phase of planning, there will be involvement in rate negotiation with carriers, coordinating the enrollment and underwriting process, calculating employer/employee contributions and finalizing documents and contract with carriers.

Communications

The value that you receive from your benefits plans depends on how effectively the benefits are communicated to your employees. Conforti & Associates works closely with your HR staff to understand your workforce and develops a communications strategy specifically for your company. We take the necessary time to educate your employees on how to select and access their benefits in a cost effective way. The better educated they are, the more satisfied your employees will be with your benefits plans.