Group Insurance and
Group Retirement Services

Financial Analysis Services

• Designing new plans tailored to your needs
• Analysis of existing plans and providing recommendations
• Managing renewals
• Negotiating financial conditions and plan designs
• Monitoring plan usage during the year (financial ratios and projections)
• Market studies
• Tax optimization for employer contributions

Customer Service and Administrative Support

• Support during implementation
• On-site training for plan administrators
• Support in daily plan management (administrative changes, changes in wages, protection, beneficiaries, etc.)
• Payroll deductions and taxable benefits calculation
• Support managing special cases such as maternity, temporary layoffs, etc.
• Disability management Support (claims and waiver)