For over 30 years, our team has provided concierge-level employee benefits admin support, earning 250+ five-star reviews from businesses like yours.
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Your team deserves expert support, but managing benefits can quickly overwhelm your internal
resources. This leads to frustrated employees and valuable time lost on repetitive tasks.
Our benefits concierge service manages the entire open enrollment process. We eliminate the flood of questions and paperwork that distracts your HR team from strategic work, saving you dozens of hours each year.
Frustrating insurance claims and billing errors hurt morale. We provide a dedicated team your employees can call directly for claims assistance, ending their reliance on confusing 1-800 numbers and generic support portals.
Manually explaining benefits and tracking down waiver forms for every new hire is inefficient. We handle the onboarding and ACA compliance tracking, ensuring accuracy and freeing your team to focus on bigger priorities.
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We provide the hands-on support of an in-house specialist. Our concierge benefits administration service is designed to resolve issues proactively, giving you and your employees a reliable, single point of contact for every benefits-related question.
Unlike automated payroll platforms or restrictive PEOs, our model is built around flexibility and
dedicated, human support. We provide the expertise you need without forcing you into a
one-size-fits-all system.
Renewal Increase
Monthly Savings
Boost in Plan Participation
A client faced a 39% health plan renewal increase and low employee benefit engagement.
We sourced an alternative plan and provided hands-on, bilingual open enrollment support to educate employees.
Is your benefits package truly competitive? Are you overpaying for coverage? The 2025 South Florida SMB Benefits Benchmark Report provides the data you need to make smarter, more confident decisions for your business and your team.
We make the transition to our concierge support simple and seamless, with a proven process that
minimizes disruption and maximizes value from day one.
We start by learning about your business, your employees, and your goals. This allows us to build a support strategy tailored to your specific needs, ensuring a perfect fit.
Our team manages the entire transition. We handle all carrier communications and lead employee onboarding sessions to ensure everyone understands their benefits and knows how to get help.
Once live, our team becomes the dedicated benefits resource for your employees. We handle every question, claim, and issue, providing you with regular updates and complete peace of mind.
Our team ensures your benefits administration is always compliant and works in harmony with your existing systems. We provide expert guidance on complex regulations and integrate with your payroll provider to streamline data and eliminate manual entry.
Krystal is my expert. She is a wealth of knowledge and provides excellent guidance based on my situation. I am diabetic.
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Carrie and David are beyond helpful. They go to bat for me and advocate with passion to get me the best healthcare coverage, expedited claims, etc
I had a great experience working with Amanda—she was incredibly helpful and made the entire process of obtaining my insurance cards quick and easy.
Financial Designs was great to work with. Communication was top notch and they were able to help me make some changes to my medical benefits. Would highly recommend them. AAA+++
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I had an outstanding experience with Massiel Pena from the claims department! She was incredibly helpful, fast, and efficient in handling my claim. Her professionalism and dedication made the entire process...
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Yarelis was amazing in further supporting me with all aspects of the questions I had regarding my health insurance. Quick and thorough response. Very helpful
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Tell us about your business, and one of our experts will reach out to discuss how we can help you achieve your goals.
