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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.

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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.

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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

Streamline Your Tech

Today’s Benefits & HR Technology market can be overwhelming. Bennie helps you navigate the constantly-evolving landscape, and assists in selecting the products & platforms that best meet your needs.

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Step 1

Analyze Existing

Deep dive into current existing platforms in use, including HR, Benefits Administration, Payroll, and more.

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Step 2

Research Tech,
Integrations, Processes

How are the systems built? Do they integrate? How exactly do they integrate? Does this integration actually improve the process?

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Step 3

Develop Market

What exactly do you need, and which vendors can help you reach that goal?

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Step 4

Obtain Proposals
& Review Results

Analyze capabilities, pricing, and fit to market requirements. Provide implementation support.

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.