Process

We’ll help you get there! 

Using a consultative approach, My Advisor professionals discuss your needs and current benefits plans with you.

As experienced employee benefit advisors, we apply industry insight to design custom benefits packages that create long-term cost solutions without reducing value.  

Our Process

  • Define Your Goals

    We work with company executives to understand and crystalize their goals for their employee benefits and healthcare plans.  From controlling costs to compliance we cover what matters most to our clients. 

  • Plan Design & Implementation 

    After we gain a clear understanding of your goals, we evaluate your current plans and compare against alternative plan designs and alternative funding arrangements.   Our team helps implement and coordinate the final program to insure a successful roll out to your employees.  

  • Proposal and Renewal Process

    We guide each client through an annual renewal and proposal process for various carriers and benefits that needs to be evaluated.  

  • Healthcare Reform and Compliance

    The Affordable Care Act has impacted every business in America. Therefore, we have made it a top priority to be an excellent resource for timely and accurate information on Healthcare Reform and its impact to our clients.  Everything from compliance concerns to financial impact, we go beyond insurance brokerage services by providing tools to manage the new world of Healthcare Reform.  

Benefit Management

Enrollment and Communication Resources

Benefit plans are often implemented without clear communication to employees. This leads to low awareness of the value of the program, confusion about what is offered, and often misuse of the program. We work with your team to provide the appropriate enrollment and communication strategy for you and your employees. 

 

Attentive and Ongoing Client Service

Once a new clients is on board and plans are in-force, we know that’s just the beginning. We have to earn your business every day and we do that by high touch and high service. We can assist you in whatever capacity you need.  Whether its a claim questions or billing issues, we make ourselves available so you and your employees can get on with your business.

Benefits Administration Technology

My Advisor’s suite of technology services help clients manage multiple carriers and products on one platform. Employee Adds, Changes, Deletes as well as enrollments can be streamlined in a compliant and paperless environment in half the amount of time as traditional manual methods while increasing accuracy and improving compliance.

Summary of Services

  • Assistance in Development of Benefit Goals and Objectives
  • Benefit Products Brokerage
  • Insurer/Administrator Intermediary
  • Design and Implementation of Benefit Programs
  • Benefit Plan Communication and Enrollment Services
  • Contract Review
  • Benchmarking
  • Actuarial Reporting and Consultation
  • Claims Analysis
  • Merger and Acquisition Assistance/Due Diligence
  • Benefits & HR Staff Support

Address

1102 20th St S, Suite A

Birmingham, AL 35204

Email

support@gotomyadvisor.com

Phone

Office: (205) 395-3959

Toll Free: (866) 426-4174