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Advisory Services

  • Global needs assessment, taking into account your company's culture
  • Careful analysis of your group insurance program and suggestions for enhanced cost control
  • Drafting of specifications portfolio to solicit bids from different insurers
  • Detailed analysis of incoming quotations and proposed recommendations, respecting your needs and taking market trends into account
  • Preparation of market analyses including:
    - Comparative analysis of financial terms
    - Simulation of monthly billing
    - Optimized calculation of taxable benefits and source deductions
    - Extensive comparison of proposed plan benefits
  • Personalized presentation of the market analysis with your advisor
  • Explanation of taxable benefits resulting from the employer contribution
  • In-depth review of plan comparison and contract clauses
  • Presentation of factors affecting contract renewal conditions