Strategic Planning

We will develop an action plan that is consistent with your organizational objectives to ensure an integrated approach to your employee benefits needs. Our streamlined and disciplined implementation plan will permit objective evaluation of program results.

Administration Analysis

PartnerSource can ease your workload by assisting with your benefit administration needs. We can assist with development of program manuals, discuss outsourcing of certain administrative functions, evaluate carrier web-based solutions, design employee communication strategies and develop compliance schedules-and more!

Eligibility Analysis

PartnerSource can minimize employer liability through review of eligible groups and classifications, analysis of waiting periods, determinations regarding rehire or prior service credits, coordination of absence management programs, identify "grandfathered" employees, review and update definitions, analyze evidence of insurability rules and develop EOI guide tool-and more!

Plan Design Analysis

We work with employers to design an employee benefit plan that is competitive in the market, provides maximum cost savings and risk avoidance, establishes appropriate coverage levels, contains value added provisions (such as Accelerated Benefit, EAP, Travel Assist etc.), contains appropriate carrier notice provisions, contains appropriate benefit calculation processes-and more!

Financial Analysis

PartnerSource analyzes all aspects of benefit plan design to maximize savings. We will compare self-funded versus fully insured programs, conduct experience analysis, confirm billing considers all applicable reductions, analyze experience data by requested segments, determine strategy regarding benefit taxability, address imputed income situations-and more!

Implementation

We aggressively manage programs to ensure smooth plan implementation. PartnerSource will work with the carrier to develop an implementation project timeline, schedule regular implementation meetings, coordinate development of employee communication materials, manage project timeline and troubleshoot any issues arising during implementation-and more!

Ongoing Service

PartnerSource works with your program long after the effective date arrives. We develop a service calendar to identify key initiatives for the current year, facilitate regular meetings to discuss program performance, work with clients to resolve claim or benefit issues, ensure renewals are initiated timely, facilitate development of RFP and manage selection process, ongoing evaluation of program function - and more!