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Plan Maintenance

Throughout the year, we help you realize the full potential of your benefit program!

Our plan maintenance services include:

  • Conducting regular state-of-the-program conference calls or meetings.
  • Resolving claim, billing and enrollment issues.
  • Providing human resources HelpLine and other assistance, including secure information sharing. See HR Services for a complete list.
  • Managing carrier relationships.
  • Preparing and negotiating renewals.
  • Providing regular claim analyses, financial projections, stop loss resolution (for self-insured plans).
  • Assisting with plan compliance including ERISA, COBRA, HIPAA, ADA, WFTRA, Affirmative Action, FMLA, 5500s, SPDs, SARs, AIFA compliance for retirement plans, information privacy, and legislative updates.
  • Providing legal opinions from prominent business partner attorneys.
  • Offering answers from our large library. See Technical Resource Library.
  • Providing monthly e-newsletter and timely Bulletin updates.
  • Providing free monthly educational seminars and webinars on important benefit topics.
  • Preparing customized employee communications as needed.

How do our business partners help you?
Business partners provide us with their unique knowledge and expertise, enabling us to assist you in the most current, professional ways possible. By being adjuncts, not cost centers, business partners also help us keep our fees to you lower. One of our most recent partners is BAN.

Benefit Advisors Network (BAN)
As an exclusive regional member of BAN, we have access to these distinguished individuals:

  • BAN Medical Director, Dr. David Rearick - specializing in wellness, population health management and claims analysis
  • BAN Compliance Director, Peter Marathas, Esq. - specializing in ERISA and employment law
  • BAN Pharmacy Director - Armand Dilanchian - specializing in analysis of Rx claims and forecasting industry trends

BAN also provides us:

  • Leverage with select, national carriers offering better product differentiation, carrier services, and possible underwriting concessions
  • Compliance and legislative updates, trend alerts, and the BAN Compliance Guide that is updated at least annually
  • A library of tools and resources including regulatory compliance information, timely employer and employee communication materials, health and wellness communication materials, and disease management materials

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Copyright 2008 - David Martin Agency Inc. | 6800 France Avenue South, Suite 735 Edina, MN 55435 | 952.920.4516 ( Main ) | 888.889.9013 ( Toll-Free )