PEGASUS FINANCIAL GROUP-Services 2015

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PEGASUS FINANCIAL GROUP Value Added Services Proposal

Transcript of PEGASUS FINANCIAL GROUP-Services 2015

Page 1: PEGASUS FINANCIAL GROUP-Services 2015

PEGASUS FINANCIAL GROUP

Value Added Services Proposal

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Pegasus Financial Group, Inc. is a full service brokerage firm in the heart of Downtown Los Angeles financial district. We utilize our decades worth of cumulative knowledge in the insurance industry to provide our valuable clients with consulting services.

About Us

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Our mission is simple:

“We’ll take you under our wings.”

We recognize the value of service in conjunction with a consultative approach to our clients’ needs. Our team is continuously researching the ever-changing insurance market for innovative solutions to keep our clients ahead of their peers.

Our Mission

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Evaluating employee benefit package with respect to plan design, provider network access and premium levels.

Approaching the market and negotiating with carriers for the most competitive quotes on an annual basis.

Value Added Services

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Providing a customized benefit enrollment kit that entails explanation of benefits, premiums and necessary forms.

Value Added Services

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Who provides you/your employees with these notices?

Value Added Services

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Assisting with the open enrollment process through traditional on-site open enrollment meetings and/or online enrollment.

Value Added Services

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Assisting employees to choose the most suitable plans based on their individual needs.

Value Added Services

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Communicating with the insurance carriers on behalf of our clients regarding such issues as billing & Eligibility discrepancies, claim submissions…

Value Added Services

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Offering fully outsourced Federal Cobra Administration. *

Establishing SPD (Summary Plan Document)*

Implementing Section 125 IRS Code for purpose of POP or Full Cafeteria Plan*

Value Added Services

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Assisting in filing for IRS form 5500 (if applicable)

Informing the employer of all aspects of PPACA (Patient Protection and Accountable Care ACT), changes and its effects on the benefit programs.

Value Added Services

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Supporting Human Resources department in administration of employee benefits.

Value Added Services

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Providing HR solution services through our HR consulting partner that would offer solutions for all employment practices issues and concerns.*

Value Added Services

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Implementing a robust online employee benefit management system technology to modernize the way benefits are administered. This will assist with accuracy & availability/ efficiency of information for all parties.*

Value Added Services

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Offering the support of our bi-lingual account management team in communicating with employer as well as employees in regards to any issues, benefit questions…

Value Added Services

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If you have any questions in regards to our consulting services and insurance solutions, please do not hesitate to contact us at:

Tel: (213)622-6202Fax: (213)622-6212

Email: [email protected]

Contact Information

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We look forward to working with you on any or all your insurance needs.

PEGASUS FINANCIAL GROUP, INC.