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

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.

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.

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.

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.

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.

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.