Employers: The Benefit Review Process

Protecting your employees and your business is an important part of competing in today's business environment.  Our job at Collateral Benefits Group is to facilitate the selection process through our experience in insurance and employee benefits.  Working with Collateral saves you the time and expense of determining your needs and choosing the right product from the right vendor.

Our consulting process starts with a review of your current benefit plan, a review of your business plan and a review of your long term goals.  Based on this information we will make a determination about your business and employee protection.  First, we will evaluate your existing benefit programs.  Then, we will address areas where you need to add benefits or increase protection. 

The goods news is there are only a few possible results to the consulting process:

    1. CBG learns you have gaps in your benefits program and suggests additional benefit options. 
    2. CBG determines we can provide your current level of protection for less expense.
    3. CBG determines we can provide more protection for the same expense as your current benefit plan.
    4. CBG determines you are adequately covered by your current programs and suggest you maintain your current benefit plans.
    5. CBG determines that our administrative services can save you time and money by outsourcing your routine benefit questions and monthly administrative tasks.

Another key question to ask is "Am I getting the service I expect from my benefit provider?"  If the answer to this question is uncertain, then it may be time to review your options.  Our customer service team has years of experience serving groups and associations and focuses on providing a single point-of-contact for your benefit questions.