Services
What actually happens in an engagement.
No packages with invented names. This is the work, item by item, in the order it usually happens.
Scope of work
Every service, in plain language.
Engagements are assembled from this list. You can hire us for one piece or for the whole enrollment season.
Group benefits presentations
Virtual or in person, in English or Spanish, run by a counselor who knows the plans. We explain what is offered, what changed since last year, and what employees have to decide.
One-on-one employee meetings
Private appointments where an employee can ask the questions they will not raise in a group room — about cost, family coverage, existing conditions, or a plan they never understood.
Plan explanations
Medical, dental, vision, life, disability, and voluntary benefits. We explain how each one works, what it costs per paycheck, and when it actually pays out.
Open enrollment support
Scheduling, staffing, reminders, and follow-up for the entire window, so HR is not chasing the last twenty employees on the final Friday.
New-hire enrollment support
The same quality of conversation for employees who join mid-year, instead of a PDF sent on day one and never mentioned again.
Bilingual materials and FAQs
Summaries, one-pagers, and answer sheets written for real employees in both English and Spanish — written for meaning, not run through a translator.
HR, broker, and carrier coordination
We sit between the three, confirm plan details before we present, and make sure the message employees hear matches what the carrier actually issued.
Post-enrollment reporting
What you receive when the window closes: participation figures, appointment counts, and the questions employees asked most — useful for next year's plan design and communication.
Delivery
Sessions run virtually anywhere in the United States and in person where a worksite visit makes a real difference — manufacturing floors, warehouses, restaurants, clinics, and any workforce that is not sitting at a desk with a laptop open.
Next step
Let's talk about your next enrollment.
Tell us who you are and what you need. We'll respond within one business day with a straight answer about scope, timing, and fit — no pressure, no gated PDFs.