For employers
Bring your trusted advisor
You shouldn't have to evaluate a benefit like this alone. Bring the broker, CPA or attorney you already trust. They can review everything and be part of the process.
Required federal notice. This is a fixed indemnity policy, not health insurance. You're still responsible for the cost of your care. Read the full notice
Why involve an advisor
- Your group health or commercial insurance broker can check fit with your current benefits.
- Your CPA or accountant can check the payroll and tax math, including the EBITDA impact.
- Your attorney can review the plan documents and the IRS lines.
- We share the same documents, census estimate and sources with them that we share with you.
To include your advisor, use the optional Involve my trusted advisor section on the savings analysis or contact form. We contact them only if you tick the box allowing it.
For advisors
Advisor compensation is available where the advisor is permitted to accept it; terms shared privately.
Advisors who want to refer other employers can apply to become a referral partner.