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Get a Second Opinion on Your Benefits

Cut Costs. Improve Coverage. Keep More of What Your Business Earns.

Most businesses are overpaying for benefits without realizing it.
We help you uncover hidden savings, simplify your setup, and build a smarter, more efficient benefits strategy—without disrupting your team.

Payroll Services Discovery

Current Provider

Current Payroll Provider

Services Used

Payroll Processing

Time & Attendance

HR/People Management

Scheduling

Applicant Tracking

Other

Retirement Plans

Current Retirement Plan Setup

Current Retirement Plan Provider (401k/403b/Simple IRA):

Is your retirement plan integrated with your payroll provider?

Employee Benefits Discovery

Current Benefits

Medical Carrier (s):

Dental Carrier:

Vision Carrier:

Basic Life:

LTD Carrier:

STD Carrier:

Voluntary Life Carrier:

Permanent Life Carrier:

Gap Plan Carrier:

Critical Illness/Cancer Carrier:

Accident Carrier:

Hospital Indemnity Carrier:

Eligibility Rules (hours):

Waiting Period:

Renewal Date(s)

Employer Contribution Levels

Medical

Dental

Vision

Basic Life

STD

LTD

Enrollment Process

How do employees enroll today?

Paper

PDF/Email

Online Portal

HRIS / Benefits Platform

Other

Compliance Discovery

Overview

Full-Time Equivalents (FTE:)

ACA filing 1094/1095 Applicable?

Who manages compliance today?

Compliance vendor (if applicable):

COBRA Administration:

Benefit Booklet:

Recordkeeping & Audit Trail Process:

Worker's Compensation Discovery

Current Setup

Current Carrier:

Billing Type

Traditional

Pay-as-you-go

Commercial Property & Casualty

Lines of Coverage Needed

General Liability

Property

Auto

Umbrella

Cyber

Other

Current Carrier(s):

Renewal Date(s):

Form Completed and Submitted By:

Name

Job Title

Phone

Email

Preferred Method of Contact

We Believe Your Company Deserves A Second Opinion!

6041 Rural Plains Cir - STE 110 PNB 117 - Franklin TN 37064

615-433-5554

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Get a Second Opinion on Your Benefits

Company Information

Key Contacts

Payroll Services Discovery

Current Provider

Retirement Plans

Current Retirement Plan Setup

Employee Benefits Discovery

Current Benefits

Enrollment Process

Compliance Discovery

Overview

Worker's Compensation Discovery

Current Setup

Commercial Property & Casualty

Form Completed and Submitted By:

We Believe Your Company Deserves A Second Opinion!