Services

At David Martin Agency, Inc., we know that service capabilities are a critical measure of a professional benefits consultant. We strive for thorough, right-the first-time solutions to your benefit plan needs.

Our account management and client services include:

1. Plan Design
   From analysis of your current plans to strategic planning for next year, we'll work to match plan designs to your budget, corporate objectives, culture, and time frames.


2. Plan Implementation
   We help you install successful benefit programs by providing everything from customized employee communications and disruption resolution to forms management and employee enrollment meetings.


3. Plan Maintenance
   Throughout the year, we help you manage your carrier and vendor relationships, resolve claims, assist with compliance regulations and everything in between as you live and work with your plans.


4. Outsourced Solutions
   From discounted payroll services to choosing a PBM or wellness provider, we can assist you in retaining and managing a responsible vendor relationship for many important services.


5. HR Services
   Choose from valuable services like our HR HelpLine, HR audits, handbook or policy and procedures development. Send us your sensitive data safely using our free, secure online communication portal. Clients also receive our monthly e-newsletter designed to keep HR professionals informed.


6. E-Source Hosting
   For benefit information 24/7, your employees and HR staff need a web portal. Linked to your own intranet or available through our website, we host and update these important communication tools for you.


7. Retirement Plan Services
   From new vendor searches, fee and services benchmarking, to AIFA certified fiduciary plan audits, we offer corporate retirement plan products and services.


8. Resource Library
   We subscribe to most major industry journals and e-news services to assist you with your technical benefit questions.