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Kite Arrows

Nice! Thanks for connecting with us. We’re excited to get to know you and see how we can help you. Enjoy your free resources! If you have any additional needs, you can send us even more detail on what you’re interested in if you like. Scroll down to see all the services our team of experts provide!

Benefit Plan Compliance And Reporting

  • Affordable Care Act Requirements
  • Federal agency requirements (IRS, DOL, CMS, HHS)
  • Federal and state laws

Self-Funded Plans

  • Administrative services only (ASO)
  • Stop loss
  • Risk management (MGU)
  • Medical claims analytics
  • Prescription benefits management
  • Disease/care management

Consumer-Directed Healthcare

  • High-Deductible Health Plans (HDHPs)
  • Health Savings Accounts (HSAs)
  • Health Reimbursement Arrangements (HRAs)

Benefits Administration

  • Examining current workflow(s)
  • Identifying areas of inefficiency/redundancy
  • Recommending technology solutions, when appropriate, to streamline the process
  • Implementing and supporting systems

Wellness Programs

  • Employee assistance programs (EAPs)
  • Health risk assessments
  • Health/lifestyle coaching (onsite, Web- or telephone-based)
  • Smoking cessation
  • Weight management
  • Disease management

Actuarial Services

  • Review of plan performance
  • Development of cost-saving solutions
  • Benefit plan design and analysis
  • Retiree health valuations (FAS 106 and GASB)
  • Development of premium equivalent rates for self-funded plans
  • Medicare Part D actuarial attestations
  • Analysis related to consumer-directed health plans (CDHPs)

Legal Compliance

  • Privacy
  • Personnel files
  • Record retention
  • Labor and leave laws

HR Strategy

  • Culture
  • Recruitment and selection
  • Performance management and coaching
  • Employee development
  • Succession planning and leadership development
  • Compensation, rewards and benefits
  • Compliance, policy and procedures
  • Handling and managing change
  • Business process

Training

  • Behavior-based interviewing
  • Team building
  • Performance management and coaching
  • Leadership training
  • Project management methodology
  • Change management
  • Time management
  • Conflict resolution
  • Business communication
  • Strength deployment inventory
  • Personality profiles/assessments

Commercial Lines

  • Real and personal property
  • Bonds and surety
  • Business income exposures
  • Workers’ Compensation
  • Machinery and equipment breakdown
  • Auto liability and physical damage
  • Excess/umbrella liability
  • Executive liabilities, including:
    • Directors and officers
    • Employment practices
    • Miscellaneous errors and omissions
    • Crime and fiduciary

Areas of Focus

  • Real estate (commercial and residential)
  • Manufacturers
  • Wholesale and retail operations
  • Health care
  • Hospitality
  • Construction
  • Government

Understanding You

  • Goals and objectives
  • Net-worth analysis
  • Cash-flow analysis
  • Legacy wishes
  • Gifting and philanthropy

Customized Financial Planning

  • Retirement needs
  • Distribution strategies
  • Education funding strategies
  • Survivor needs
  • Disability coverage
  • Long-term care
  • Life insurance
  • Estate planning
  • Asset allocation and repositioning
  • Portfolio performance and benchmarking

Comprehensive Wealth Management

  • Conservation of wealth
  • Wealth transfer
  • Trust integration
  • Charitable giving
  • Leveraged gifting
  • Tax strategies
  • Executive compensation
    • Deferred compensation
    • Stock options
    • Concentrated equity positions
    • Business planning
    • Income planning
Premier - A Relation Company | Oklahoma Insurance Broker