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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)
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