EBS is present at every step of the process. During the program management phase, we:

Develop an annual Project Plan

• Vendor renewals
• Planned market reviews
• Assistance with corporate budget process
• Annual enrollment periods
• Key dates and deadlines (5500 filing, planning meetings, etc.)

Prepare and maintain a Reference Binder

• ERISA summary
• Vendor summary
• Plan summaries
• Plan documents
• SPD's
• Policies, contracts and agreements

Manage Vendors

• Performance monitoring
• Relationship management
• Intervention on issues not resolved through normal channels

Build Underwriting Analysis and Forecasts

• Self-funded plan budget rate/COBRA rate development
• Reserve analysis
• Budget vs. Actual reporting (Profit/Loss)
• Insurance company (and other vendor) financial accounting analysis