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Benefits Consulting

Bennie provides mid-sized companies access to high quality benefits, and provides their employees with the data and tools they need to understand and use those benefits effectively.

Consulting Hero

The Typical Brokerage Experience

  • Lacks knowledge of new HR technology landscape
  • Is reactive instead of proactive
  • Delivers siloed - not holistic - advice
  • Creates multiple touchpoints for both HR and employees
  • Does not adequately serve the individual employee
Experience Picture
Our Approach

High-Quality Benefits with Modern Tools and Services

World-Class Employee Benefit Plans That Fit Your Needs

Bennie is a full service employee benefits broker, licensed in all 50 states, and maintains national relationships with all major insurance carriers.

Approach Picture
Approach Picture Mobile
Wholistic Consulting

360 View of Your Benefits with Strategic, Quarterly Touchpoints





Q1Annual Service Plan & Market Update

Q1: Annual Service Plan

  • Establish or review long-term goals
  • Provide market & compliance updates
  • Review prior year’s successes & failures
  • Conduct audit of ben admin platform & its operation with other HR systems

Q2Pre-Renewal Strategy Development

Q2: Pre-Renewal Strategy

  • Review claims & utilization as data allows
  • Present strategic plan to achieve Q1 goals
  • Prepare Form 5500 filing (LG Group Only)

Q3Renewal Planning & Marketing Results

Q3: Renewal & Marketing Results

  • Review carrier renewals & marketing results
  • Finalize plan, rates & employee contribution decisions
  • Confirm open enrollment scheduling and deadlines

Q4Open Enrollment

Q4: Open Enrollment

  • Rollout employee communication campaign
  • Conduct open enrollment meetings
  • Confirm ben admin platform has been built properly
  • Eligibility audit with carriers following OE
Consulting Okazaki Doctor

Bennie works with small and mid-sized companies while partnering with both major regional and national carriers.

Book a conversation with a Benefits Expert to learn more.