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David Martin Agency - Benefit Consulting Group
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About DMA

Client Management Philosophy

We distinguish ourselves from other brokers by providing high-level benefit consultants, competitive pricing of products and a long history of servicing our clients. We are structured as a salaried shop in order to encourage mutual sharing of talent.

Our clients are served by an account executive as the point person who assumes overall responsibility for the maintenance of the account, backed by an account manager and supported by a team of experts and resources that can be accessed directly and marshaled into action. These roles include HR, communications, technical, compliance, retirement plans, etc. Specifically, your account executive will provide:

Benefit Plan Design

  • Determine goals, objectives and strategic options
  • Evaluate and audit current benefit plans
  • Review important issues and problems
  • Survey employees and prepare analysis
  • Determine plan options
  • Prepare and distribute Request for Proposals (RFPs) for products and/or services
  • Present and assist with RFP results, recommendations and conclusions

Benefit Plan Implementation

  • Provide employee communications including group meetings, memos, newsletters, bulletins, New Hire materials, SPD development, educational seminars and presentations
  • Assist with online enrollment options
  • Online web portals for employees and HR
  • Resolve disruption and transition issues
  • Manage forms and other documents
  • Offer customized enrollment options
  • Provide document analysis and archiving
  • Provide COBRA and Section 125 tool kits

Benefit Plan Service

  • Resolve claim, billing and enrollment issues and questions
  • Provide regular claim analysis/financial projection reports
  • Provide monthly e-newsletters and timely updates
  • Manage carrier relationships
  • Prepare and negotiate renewals
  • Assist with plan compliance including ERISA, COBRA, HIPAA, ADA, WFTRA, Affirmative Action, FMLA, 5500s, SPDs, SARs, information privacy, legislative updates
  • Provide HR HelpLine and assistance
  • Provide free educational seminars and webinars on current topics

Quick Links

Contact Us

email:

Phone: 952.920.4516

888.889.9013 (toll free)


© 2014 David Martin Agency, Inc.

6800 France Ave South, Suite 735

Edina, MN 55435

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