We Handle It All—From Plan Selection to Paperwork

Open enrollment starts with a conversation. We sit down with you to understand your team and select the right plan options. Then we come to your Nassau or Suffolk County office, present everything to your employees in plain English, answer their questions, and help them complete their enrollment paperwork on the spot. You focus on running your business—we'll handle the benefits.

Enrollment Services

Comprehensive support for every stage of open enrollment

Online Portal (If You Want It)

We prefer face-to-face enrollment—it's faster and employees get better answers. But if you want a portal for managing employee information, we have that too. Though honestly? Just reach out directly. It's quicker.

  • Employee self-service portal
  • Benefit summaries and documents
  • Add/remove employees online
  • Or just call, text, or email us

Plan Administration Assistance

We ensure all clients have proper tools to streamline plan administration. If needed, our team processes paperwork on your behalf.

  • Enrollment form processing
  • Benefits data management
  • Carrier coordination
  • Employee record maintenance
  • Compliance documentation

Employee Education

Your employees make better decisions when they truly understand their options. We provide comprehensive education at every touchpoint.

  • Benefit comparison tools
  • One-on-one consultations
  • Group presentation meetings
  • Decision support resources
  • FAQ and help centers

Enrollment Analytics

Track participation rates, identify trends, and measure the effectiveness of your enrollment communications with detailed reporting.

  • Real-time enrollment tracking
  • Participation rate analysis
  • Plan selection trends
  • Communication effectiveness metrics
  • Year-over-year comparisons

How Open Enrollment Works With Us

Hands-on support at every step—not just a portal and a phone number

1

Plan Selection

We sit down with you to review options and select the right plans for your team's needs and budget.

2

Employee Presentation

We come to your office and present all plan options directly to your employees, explaining coverage in plain English.

3

Enrollment Support

We walk employees through their enrollment forms, answer questions on the spot, and make sure paperwork is complete.

4

Year-Round Access

Questions after enrollment? Call us directly. We're here for your employees all year—not just during open enrollment.

A Person, Not a Portal

We show up at your office in Nassau or Suffolk County, sit with your team, and make sure everyone understands their options before they make a decision. That's just how we do enrollment.

  • In-person plan selection meetings with you, the employer
  • On-site employee presentations at your Long Island office
  • Hands-on help completing enrollment forms
  • Call, text, or email—we actually respond
  • Year-round support, not just during enrollment
  • Clear explanations—no insurance jargon

In Person First, Technology Second

We lead with face-to-face conversations—and back them up with the right tools

Hands-On Paperwork Help

We don't just explain the forms—we sit with employees and help them fill everything out correctly. No confusion, no missed deadlines, no rejected applications.

Real Answers, Not Scripts

Employees have questions—about their doctors, their prescriptions, their costs. We answer them on the spot, in plain English, because we actually know the plans.

On-Site Presentations

We come to your Long Island office and present plan options directly to your team—with live Q&A so employees get real answers, not automated responses.

Email Campaigns

Targeted email communications with key dates, reminders, and personalized benefit information for each employee.

Printed Materials

High-quality benefit guides, comparison charts, and reference cards employees can keep at their desks.

Direct Phone Access

No call centers, no phone trees. Your employees call us directly and get a real person who knows your plan and can actually help.

When open enrollment comes around, we're in your conference room—answering questions, explaining options, helping employees complete their paperwork.

That's what it looks like when your broker is a partner, not just a vendor.

Ready for Enrollment That Actually Works?

Let's talk about your upcoming open enrollment. We'll come to your Long Island office and show you how it's supposed to be done.

Schedule a Meeting