Concierge Team

The Details
Make The Design

Financial Designs offers the negotiating power of a large firm, with the intimate feel of a boutique agency. Our white-glove service makes life easier for our clients always having someone readily available to respond to questions and resolve problems. Offering the highest level of customer service to both employers and employees, Financial Designs makes it a priority to exceed client expectations.

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  • Experienced staff willing and available to answer your questions and resolve your issues
  • Employees and Employers call or email anytime for expedited responses and quick solutions

  • Our in-house claims department will simplify and streamline the process
  • Year-round service and plan maintenance (adds, terms, billing, and claims support)
  • Ongoing education to teach staff how to make sure medical dollars come out of insurance and not their pockets
  • Financial Designs Cloud access to view updated documents and policy changes at your fingertips
  • Our team will get resolutions by calling your medical providers for you to get errors fixed
  • Expert plan design and decision support
  • Professional implementation services (on-site enrollments, electronic enrollment options, online employee benefit portals, etc.)