S.A.B.E.R. Analysis

Strategy

Axcess Financial Group will help you define and determine the goals and the philosophy of your benefit plan, i.e. who should be covered, what kind of waiting periods, what types of coverage and overall plan design.

Administration

Axcess Finanacial Group will help you create an administrative process for your organization to follow that is streamlined, efficient and compliant.

Budget

By referencing your budget, Axcess Finanacial Group will determine what benefits are offered as well as company participation in terms of premiums. This vital step will typically drive the plan designs offered.

Education

Axcess Finanacial Group will develop an education program for employees to help them better understand the benefits offered as well as show them how to use the plan properly to avoid common pitfalls. We will also educate the business owner on trends and opportunities in benefit planning.

Review

Along with the employer, Axcess Finanacial Group will develop a specific reporting process to determine satisfaction with plans, review pricing, claims, renewal and trends.