csg_2024_overview_v11
A BOUTIQUE BENEFITS EXPERIENCE
FROM OUR CEOs
FROM OUR CEOs
At Corporate Synergies, we provide employee health & benefit services for organizations seeking true insight. As one of the largest employee benefits specialists in the country, our deeper understanding of insurance is nurtured by our position as a thought leader on all things benefits. As a full-service benefits consulting organization, our unique capabilities allow us to provide clients with everything from compliance to employee communications support as well as employee advocacy and benefits administration expertise. All in-house. All provided by a dedicated staff of individuals adept at finding solutions to the complex needs of our client partners. We are united in our unwavering commitment to providing superior service to our clients. We strive to protect them, their business and the health and well-being of their employees. We are different people with many talents operating with one purpose: to serve our clients by providing thoughtful solutions to the problems facing employers in today’s volatile healthcare insurance market.
Mike Lisa, President & CEO, Chief Growth Officer Andrew Bloom, President & CEO, Chief Operating Officer
ABOUT CORPORATE SYNERGIES
ABOUT CORPORATE SYNERGIES
UNDERSTANDING OF EMPLOYEE BENEFITS Corporate Synergies is a nationally recognized employee benefits specialist. We provide innovative tools, resources and expertise to drive results for employers. Through personalized service, we deliver strategies that control costs, relieve administrative burdens and mitigate risk for your organization. THE CORPORATE SYNERGIES DIFFERENCE Our expert consultants draw upon their unique access to program data to reshape a benefits strategy inclusive of an employer’s financial goals, demographics, culture and benefits philosophy. The result: customized programs with built-in cost controls preparing employers for evolving healthcare landscapes.
Q Tier 1 Broker with most major carriers offering access to competitive rates
Q 50+ point onboarding compliance assessment reviews plans & policies
Q Communication campaigns educate smart, cost-savvy insurance users
Q Data-driven plan design propels ongoing refinement and prepares for renewals
29(59,(:
&RUSRUDWH 6\QHUJLHV LV D QDWLRQDOO\ UHFRJQL]HG HPSOR\HH EHQHÀWV VSHFLDOLVW We provide innovative tools, resources and expertise to drive results for HPSOR\HUV 7KURXJK SHUVRQDOL]HG VHUYLFH ZH GHOLYHU VWUDWHJLHV WKDW FRQWURO FRVWV UHOLHYH DGPLQLVWUDWLYH EXUGHQV DQG PLWLJDWH ULVN IRU \RXU RUJDQL]DWLRQ THE CORPORATE SYNERGIES DIFFERENCE 2XU H[SHUW FRQVXOWDQWV GUDZ XSRQ WKHLU XQLTXH DFFHVV WR SURJUDP GDWD WR UHVKDSH D EHQHÀWV VWUDWHJ\ LQFOXVLYH RI DQ HPSOR\HU·V ÀQDQFLDO JRDOV GHPRJUDSKLFV FXOWXUH DQG EHQHÀWV SKLORVRSK\ 7KH UHVXOW FXVWRPL]HG SURJUDPV ZLWK EXLOW LQ FRVW FRQWUROV SUHSDULQJ HPSOR\HUV IRU HYROYLQJ KHDOWKFDUH ODQGVFDSHV A DEEPER UNDERSTANDING OF EMPLOYEE BENEFITS
Tier 1 Broker ZLWK PRVW PDMRU FDUULHUV
offering access to competitive rates
onboarding compliance DVVHVVPHQW UHYLHZV 50+ point
SCOPE OF IN-HOUSE SERVICES: Q %HQHÀWV $GPLQLVWUDWLRQ 6XSSRUW Q Employee Education and Communications Q )LQDQFLDO $QDO\VLV DQG 3URMHFWLRQV Q %HQFKPDUN $QDO\VLV Q 0XOWL \HDU 6WUDWHJLF 3ODQQLQJ Q 3HUVRQDO (PSOR\HH $GYRFDF\ Q 3URJUDP $QDO\VLV DQG 'HVLJQ
Q Regulatory Compliance Q 8QGHUZULWLQJ Q :HOOQHVV DQG 'LVHDVH Management Q 6WRS ORVV ,QVXUDQFH Q %HQHÀWV &DSWLYHV Q 3%0 &RQVXOWLQJ Q ,QWHUQDWLRQDO %HQHÀWV
Communication campaigns educate insurance users
Data-driven plan design
29(59,(:
BEYOND EMPLOYEE BENEFITS We are also part of Foundation Risk Partners (FRP), one of the largest and IDVWHVW JURZLQJ SULYDWHO\ RZQHG LQVXUDQFH EURNHUDJH DQG FRQVXOWLQJ ÀUPV LQ the United States. EXPANSIVE PORTFOLIO :KLOH ZH DUH VLQJXODUO\ IRFXVHG RQ HPSOR\HH EHQHÀ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ÀF QHHGV WR HQVXUH \RX KDYH WKH EHVW FRYHUDJH DYDLODEOH ,I D FODLP VKRXOG DULVH WKH\ ZLOO EH ZLWK \RX HYHU\ VWHS RI WKH ZD\ WR PLQLPL]H \RXU FRVWV VWUHDPOLQH WKH SURFHVV DQG SURYLGH VXSSRUW
A Strong and Growing
Network $JHQFLHV Cities
&RUSRUDWH 6\QHUJLHV KDV \RXU HPSOR\HH EHQHÀWV FRYHUHG DQG )RXQGDWLRQ 5LVN Partners can cover the rest.
For a full listing of our services, visit FoundationRP.com
For more information visit corpsyn.com or call 877.426.7779
All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions.
ABOUT FOUNDATION RISK PARTNERS
ABOUT FOUNDATION RISK PARTNERS
Foundation Risk Partners (FRP) is a privately held, national insurance brokerage and consultancy, backed by the international private equity firm, Partners Group. It was founded in 2017 and currently ranked as a top 20 broker in the U.S. Our company began with the convergence of two large, established consulting and brokerage platforms that now provide FRP’s comprehensive property and casualty and employee benefits insurance services. FRP is licensed in all 50 states with more than 2,300 employees. Our benefits professionals support the health and welfare programs of local, regional and national employers, with a combined total valuation of over $2.8 billion. This combination of a locally entrenched and trusted advisor with the expanded capabilities of a nationally recognized employee benefits platform, elevates our value proposition to new levels. We are a rare combination of industry experience, leadership and innovation. We embrace the success of each of our member agencies and further support them through the collective capabilities of our internal network. We invite you to experience the difference.
Q 170 Agencies
Q 121 Cities
Q 2,300+ Professionals
ADVOCACY
$'92&$&<
Our advocacy team provides one-on-one support and issue resolution to plan participants.
THE FACE OF YOUR HEALTH BENEFITS
91 %
%HQHÀWV9,3 LV DQ LQ KRXVH DGPLQLVWUDWLYH DQG DGYRFDF\ VXSSRUW WHDP GHGLFDWHG WR SURYLGLQJ UHVSRQVH DQG UHVROXWLRQ IRU HPSOR\HHV DQG WKHLU GHSHQGHQWV ZKLOH IUHHLQJ XS UHVRXUFHV IRU EXV\ +5 SHUVRQQHO
of issues resolved ZLWKLQ KRXUV .
80%
PHONE
APP
6XEPLW LQTXLULHV IURP PXOWLSOH SRLQWV VXFK DV ZHEVLWHV DQG SRUWDOV 2QH WDS FRQQHFWV XVHUV WR WKHLU GHGLFDWHG %HQHILWV9,3 WHDP DQG EHQHILWV LQIRUPDWLRQ of issues resolved LQ WKH ÀUVW FDOO . VALUE FOR HR TEAMS %HQHÀWV9,3 UHOLHYHV WKH WLPH EXUGHQ³DQG SRWHQWLDO +,3$$ FRQFHUQV³RI EHQHÀWV LQTXLULHV ,W·V OLNH DGGLQJ DQRWKHU +5 HPSOR\HH GHGLFDWHG WR participant support. %HQHÀWV9,3 UHSRUWLQJ SXWV your GDWD WR ZRUN IRU \RXU RUJDQL]DWLRQ 5HSRUWLQJ Q PHDVXUHV SHUIRUPDQFH DQG GHPRQVWUDWHV WKH YDOXH IRU SDUWLFLSDQWV Q UHYHDOV XWLOL]DWLRQ VHUYLFH WUHQGV XVLQJ \RXU GDWD %HFDXVH WKLV VHUYLFH LV LQ KRXVH GDWD FDQ EH FRPPXQLFDWHG WR RWKHU WHDPV WR FUHDWH HIÀFLHQFLHV DQG LGHQWLI\ SUREOHPV EHIRUH WKH\ HVFDODWH PEACE OF MIND FOR EMPLOYEES :LWK DQ DYHUDJH RI \HDUV RI LQGXVWU\ H[SHULHQFH RXU PXOWLOLQJXDO DGYRFDWHV SURYLGH RQH RQ RQH VXSSRUW WR SODQ SDUWLFLSDQWV QDYLJDWLQJ WKH KHDOWKFDUH V\VWHP 7KH\ DUH XQLTXHO\ TXDOLILHG WR TXLFNO\ DQG HIIHFWLYHO\ JHW results. $'92&$&< KEY RESPONSIBILITIES Q 5HVSRQG WR ,QTXLULHV Q 5HVROYH &ODLPV ,VVXHV Q (GXFDWH RQ %HQHÀWV 3ODQ (GXFDWLRQ Q 5HVHDUFK &DUH 3URYLGHUV )DFLOLWLHV Q Enrollment Support Q 5HSRUW 8WLOL]DWLRQ 7UHQGV REPORTING TECHNOLOGY %HQHÀWV9,3 FROOHFWV IURP PXOWLSOH GDWD VRXUFHV WR LGHQWLI\ DQG WUDFN NH\ PHWULFV DQG XWLOL]DWLRQ WUHQGV WR JHQHUDWH LQVLJKWV LQWR SDUWLFLSDQW EHKDYLRU 7KLV KHOSV YHULI\ DQG GULYH WKH VXFFHVV RI \RXU EHQHÀWV SURJUDP &OLHQWV UHFHLYH %HQHÀWV9,3 $QDO\VLV 5HSRUWV ZKLFK GHWDLO Q 'HWDLOHG 8WLOL]DWLRQ ,QIRUPDWLRQ Q (PHUJLQJ 6HUYLFH 7UHQGV Q $YHUDJH 5HVROXWLRQ 7LPH Q 3URGXFWLYLW\ 6DYLQJV &DOFXODWLRQV 7KHVH UHSRUWV FDQ KHOS LGHQWLI\ RSSRUWXQLWLHV WR UHLQIRUFH HPSOR\HH HGXFDWLRQ 8SRQ FORVLQJ HDFK FDVH &RUSRUDWH 6\QHUJLHV FDQ VXUYH\ HPSOR\HH VDWLVIDFWLRQ ADDITIONAL ADVOCACY SERVICES %HQHÀWV9,3 0RELOH $FFHVV \RXU GHGLFDWHG %HQHÀWV9,3 WHDP WKURXJK WKH PRELOH DSS RQ L26 DQG $QGURLG 7KH %HQHÀWV9,3 DSS SURYLGHV SDUWLFLSDQWV DFFHVV WR YDOXDEOH WRROV DQG UHVRXUFHV WR KHOS WKHP EHWWHU XWLOL]H WKHLU EHQHÀWV SURJUDP DQG UHGXFHV WKH EHQHÀWV ZRUNORDG RI EXV\ +5 SHUVRQQHO 8VHUV FDQ Q $FFHVV ,' &DUGV 3ODQ 'HWDLOV Q *HW $VVLVWDQFH ZLWK &ODLPV Q &KDW /LYH ZLWK $GYRFDWHV Q (VWLPDWH &DUH &RVWV Q $FFHVV &DUH 7ULDJH Q )LQG 3UHVFULSWLRQ 'LVFRXQWV Q )LQG DQ ,Q 1HWZRUN 3URYLGHU Q 6FKHGXOH $SSRLQWPHQWV Q )LQG &RPPRQ +HDOWKFDUH 'HÀQLWLRQV 1XUVH9,3 1XUVH9,3 LV VWDIIHG E\ UHJLVWHUHG QXUVHV ZKR KHOS SDUWLFLSDQWV QDYLJDWH WKH FRQIXVLQJ PD]H RI WHVWV PHGLFDO RSLQLRQV XQIDPLOLDU WHUPV WUHDWPHQW RSWLRQV DQG RWKHU KHDOWKFDUH FRQFHUQV 2XU 1XUVH9,3 QXUVHV Q +DQGOH 0HGLFDO $SSHDOV Q )LQG WKH /RZHVW &RVW IRU 3UHVFULSWLRQV GHYLFHV QRW &RYHUHG XQGHU %HQHÀWV Q 1HJRWLDWH 2XW RI 3RFNHW &RVWV ZLWK 3URYLGHUV Q +HOS 3URPRWH &RPSDQ\ :HOO EHLQJ 3URJUDPV Q 5HYLHZ 5HFRPPHQGHG 3URFHGXUHV Q $VVLVW LQ 6FKHGXOLQJ $SSRLQWPHQWV Q &RRUGLQDWH QG RU UG 2SLQLRQV Q (QVXUH 0HGLFDO ,QIRUPDWLRQ LV 6HQW 3ULRU WR DQ $SSRLQWPHQW SM For more information visit corpsyn.com or call 877.426.7779 All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. COMPLIANCE &203/,$1&( &RUSRUDWH 6\QHUJLHV· EHQHÀWV compliance experts examine health and welfare plans and insurance arrangements for jeopardizing missteps or omissions. ATTENTION TO DETAIL MEANS PEACE OF MIND $1' %27720 /,1( 7KH FRPSOLDQFH ODQGVFDSH LV FRPSOH[ DQG ÁXLG .HHSLQJ XS³DQG VWD\LQJ FRPSOLDQW³ZLWK FKDQJLQJ UHJXODWLRQV FRXOG EH D IXOO WLPH MRE DQG IRU &RUSRUDWH 6\QHUJLHV· LQ KRXVH FRPSOLDQFH WHDP LW LV &DUHIXO UHVHDUFK RI new and changing rules supports our compliance advisors’ personalized recommendations. This attention to detail results in enduring relationships and peace of mind. GENERAL COMPLIANCE &RUSRUDWH 6\QHUJLHV· LQ KRXVH FRPSOLDQFH H[SHUWV VHUYH DV ÀQDQFLDO ULVN FRQVXOWDQWV DQG WUXVWHG EXVLQHVV DGYLVRUV RSHUDWLQJ DV DQ H[WHQVLRQ RI WKH FOLHQW·V EHQHÀWV DQG OHDGHUVKLS WHDPV 7KH\ PRQLWRU DQG SURYLGH XSGDWHV DQG VXSSRUW UHODWHG WR WKH $&$ (5,6$ +,3$$ &2%5$ 86(55$ &DIHWHULD 3ODQV DQG )OH[LEOH 6SHQGLQJ $FFRXQWV 6HFWLRQ )6$ 0HGLFDO ([SHQVH 3URJUDPV 6HFWLRQ $QQXDO 5HSRUWLQJ 5HTXLUHPHQWV )RUP DQG RWKHU UHTXLUHPHQWV COMPLIANCE ASSESSMENT #2 (PSOR\HUV UDQNHG compliance concerns as their second biggest HPSOR\HH EHQHÀWV challenge. 2XU H[SHUWV PLWLJDWH DQ average of $23.2M in SRWHQWLDO JRYHUQPHQW ÀQHV and penalties per year. $23.2M Q )HGHUDO DQG VWDWH PDQGDWH UHYLHZ Q 6XPPDU\ RI PDWHULDO PRGLÀFDWLRQV Q )RUP ÀOLQJV &203/,$1&( COMPLIANCE NOTIFICATIONS AND EDUCATION ,QIRUPDWLRQ HGXFDWLRQ DQG WUDLQLQJ DUH FRUQHUVWRQHV RI RXU DSSURDFK DQG RXU FOLHQW UHODWLRQVKLSV 2XU FRPSOLDQFH WHDP VKDUHV WKHLU H[SHUWLVH WR HTXLS FOLHQWV with a deeper understanding of the compliance landscape. CLIENT NOTIFICATION 2XU FRPSOLDQFH H[SHUWV UHVHDUFK DQDO\]H DQG LQWHUSUHW WKH ODWHVW OHJLVODWLRQ regulation and guidance that will impact clients’ health and welfare plans and insurance arrangements. 7KHVH XSGDWHV DUH GHOLYHUHG GLUHFWO\ WR RXU FOLHQWV· +5 DQG EHQHÀWV WHDPV ZLWK FRPSOLDQFH VWUDWHJLHV DQG UHFRPPHQGHG DFWLRQ ,I WKHUH DUH DGGLWLRQDO TXHVWLRQV the compliance team is just a phone call or email away. LIVE EVENTS /HDUQ IURP RXU UHVSHFWHG HPSOR\HH EHQHÀWV DQG FRPSOLDQFH H[SHUWV ZKLOH HDUQLQJ 6+50 3'&V DQG RU +5&, FUHGLWV IRU VHOHFW FRQWLQXLQJ HGXFDWLRQ HYHQWV :H KRVW ZHELQDUV FRQIHUHQFHV DQG IRUXPV IRU +5 )LQDQFH DQG & OHYHO H[HFXWLYHV WKDW SURYLGH WKRURXJK DFWLRQDEOH LQIRUPDWLRQ RQ FRPSOLDQFH FRVW FRQWDLQPHQW VWUDWHJLHV DQG PRUH 5HJLVWHU DW corpsyn.com/events . )RU PRUH LQIRUPDWLRQ visit corpsyn.com or call 877.426.7779 All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. EMPLOYEE EDUCATION & COMMUNICATION (03/2<(( ('8&$7,21 29(59,(: Our communications programs help make participants better EHQHÀWV FRQVXPHUV IMPROVING BEHAVIOR THROUGH BENEFITS EDUCATION 86 % Studies show that 51% of U.S. adults lack basic health insurance knowledge which can cost the employee and employer money, increase FODLPV DQG OHDG WR LQDGHTXDWH KHDOWK FDUH 1 Corporate Synergies’ employee education and communication programs promote informed enrollment, responsible plan usage and overall RUJDQL]DWLRQDO KHDOWK 7KHVH FDQ LPSURYH SDUWLFLSDQW ZHOO EHLQJ MRE VDWLVIDFWLRQ DQG FRVW VDYLQJV Q 43% RI & OHYHO H[HFXWLYHV LGHQWLÀHG HPSOR\HH HGXFDWLRQ DV WKHLU WRS KHDOWKFDUH FRVW PLWLJDWLRQ FKDOOHQJH 2 Q Employees who choose an inappropriate health insurance plan overspend by $1,700 per year. 3 Effective education and communication helps employees get it right, which UHGXFHV VWUHVV DQG GLVWUDFWLRQ ² DQG +5 EXUGHQ A PROACTIVE LONG-TERM STRATEGY Our employee education strategists develop campaigns and messaging that VLPSOLÀHV EHQHÀWV ZKLOH PDWFKLQJ WKH SODQ HGXFDWLRQ DQG FRPPXQLFDWLRQ SURJUDP WR WKH HPSOR\HU·V EXVLQHVV JRDOV of enrolled employees CANNOT explain 4 basic insurance concepts. Source: Journal of Health Economics Employers rank employee communications among their WRS EHQHÀWV challenges. Source: Zywave Broker Services Survey DISCOVER PLAN DESIGN IMPLEMENT REEVALUATE (03/2<(( ('8&$7,21 29(59,(: COMPREHENSIVE COMMUNICATIONS SUPPORT Our communication programs enhance the value of your plan by helping your SDUWLFLSDQWV EHFRPH EHWWHU LQIRUPHG UHVSRQVLEOH EHQHÀW DQG KHDOWKFDUH FRQVXPHUV :H ZRUN ZLWK \RX WR GHYHORS FRPPXQLFDWLRQV WKDW Q Connect with participants during enrollment, special campaigns and throughout the plan year Q Engage participants with targeted information, helping them understand plan options and enroll appropriately Q *XLGH SDUWLFLSDQWV WR SURSHUO\ XVH WKHLU EHQHÀWV WR VDYH WKHP³DQG \RX³WLPH and money Q ,QÁXHQFH UHVSRQVLEOH EHKDYLRUV WR LPSURYH SDUWLFLSDQW KHDOWK DQG ZHOO EHLQJ DQG KHOS WKHP EHWWHU FRQWURO EHQHÀW FRVWV EMAIL 3257$/6 VIDEO ,175$1(7 7(;7 0(66$*,1* 35,17 Reach your audience Channels Enrollment Communications Assets ',*,7$/ 60$57*8,'(6 Consumerism & Wellness Campaigns 1(:6/(77(56 INFOGRAPHICS 35,17(' *8,'(6 FLYERS 3267&$5'6 For more information visit corpsyn.com or call 877.426.7779 1 (EALTH,ITERACY2ESEARCHAND0RACTICE h3IGNIlCANT$ISPARITIES%XISTIN#ONSUMER(EALTH)NSURANCE,ITERACY )MPLICATIONSFOR(EALTH#ARE2EFORMv 2 Zywave Broker Services Survey, 2021 3 )!!)NSTITUTE h/VERPAYINGANDUNDERSAVING #ORRELATEDMISTAKESINRETIREMENTSAVINGANDHEALTHINSURANCECHOICESv All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. BENEFITS ADMINISTRATION %(1(),76 $'0,1,675$7,21 2XU %HQHÀWV $GPLQLVWUDWLRQ VHUYLFHV UHGXFH SURJUDP FRVWV E\ FUHDWLQJ HIÀFLHQFLHV DQG DXWRPDWLQJ WLPH FRQVXPLQJ SURFHVVHV ACHIEVE OPTIMAL PROGRAM EFFICIENCIES 7+528*+ (;3(57 ,03/(0(17$7,21 2XU %HQHÀWV $GPLQLVWUDWLRQ VHUYLFHV KHOS HPSOR\HUV FRQWURO FRVWV DQG RSHUDWH PRUH HIÀFLHQWO\ DQG DFFXUDWHO\ %\ PDQDJLQJ \RXU RSHQ HQUROOPHQW DQG QHZ KLUHV OLIH HYHQW DQG VWDWXV FKDQJHV UHSRUWLQJ HOLJLELOLW\ PDLQWHQDQFH DQG YHULÀFDWLRQ SRUWDELOLW\ DQG PRUH ZH FDQ IUHH XS WLPH DQG UHVRXUFHV IRU \RXU +5 WHDPV 2XU VFDODEOH VHUYLFHV ÀW DQ\ VL]H RUJDQL]DWLRQ DQG EXGJHW DQG JURZ ZLWK \RXU WHDP DQG QHHGV 2XU SUHFLVH WHFKQRORJ\ SODWIRUP LPSOHPHQWDWLRQ PRGHUQL]HV WKH XVHU H[SHULHQFH DQG DXWRPDWHV WLPH FRQVXPLQJ DQG HUURU SURQH PDQXDO SURFHVVHV PLWLJDWLQJ ULVN DQG VDYLQJ \RXU +5 WHDP KXQGUHGV RI ZRUN KRXUV IT’S ALL COMING TOGETHER ,QWHJUDWLRQ LV WKH FRUH RI HIIHFWLYH EHQHÀWV DGPLQLVWUDWLRQ $ ODUJH DPRXQW RI GLYHUVH GDWD PXVW EH HIÀFLHQWO\ DQG DFFXUDWHO\ VKDUHG EHWZHHQ +5,6 FDUULHU YHQGRU DQG SD\UROO WHDPV DQG SODWIRUPV :H FRQÀJXUH DQG VHUYLFH DOO WKLV LQ KRXVH 2XU KROLVWLF DSSURDFK PHDQV \RXU EHQHÀWV DGPLQLVWUDWLRQ WHDP KDV D WRWDO XQGHUVWDQGLQJ RI \RXU RUJDQL]DWLRQ·V EHQHÀWV SURJUDP DQG GDWD &OLHQW 6ROXWLRQV RXU EHQHÀWV DGPLQLVWUDWLRQ WHDP DUH SURIHVVLRQDOV ZKR ´VSHDNµ WKH ODQJXDJHV RI ERWK HPSOR\HH EHQHÀWV DQG WHFKQRORJ\ SODWIRUPV &RPSULVHG RI FDUULHU DQG SODWIRUP YHWHUDQV &OLHQW 6ROXWLRQV PHPEHUV DUH LQWHJUDWLRQ H[SHUWV ZKR HQVXUH WKDW FOLHQW SODWIRUPV DUH VHUYLQJ WKH XQLTXH QHHGV RI \RXU RUJDQL]DWLRQ·V ZRUNIRUFH WKURXJK HIIHFWLYH SODWIRUP LPSOHPHQWDWLRQ 500 hours saved annually E\ D FOLHQW XWLOL]LQJ &RUSRUDWH 6\QHUJLHV EHQHÀWV DGPLQLVWUDWLRQ VHUYLFHV 97 % RI HPSOR\HHV valued digital technology innovation IURP WKHLU EHQHÀWV SURYLGHU 1 1 !mAC7ORK&ORCES2EPORT %(1(),76 $'0,1,675$7,21 QUALITY IN, QUALITY OUT (YHQ WKH EHVW EHQHÀWV DGPLQLVWUDWLRQ SODWIRUP LV RQO\ DV JRRG DV LWV LPSOHPHQWDWLRQ 2XU %HQHÀWV $GPLQLVWUDWLRQ 7HFKQRORJ\ LV seamless, secure and scalable ,W LV KLJKO\ FRQÀJXUDEOH KHOSV HQVXUH UHJXODWRU\ FRPSOLDQFH DQG HQJDJHV HPSOR\HHV LQ D YDULHW\ RI IRUPDWV Our Client Solutions Team Can Provide: (QVXUH regulatory compliance ZLWK PPACA L H : UHSRUWLQJ KRXUV WUDFNLQJ HWF DQG RWKHU OHJDO UHTXLUHPHQWV Support DQG manage PRVW employer-sponsored DQG YROXQWDU\ EHQHÀWV RIIHULQJV DQG SURJUDP GHVLJQ SODQV FRQWULEXWLRQV HWF LQFOXGLQJ private exchanges. Web–based system WKDW LV highly configurable DV QHHGV FKDQJH DELOLW\ WR LPSOHPHQW modules DW \RXU SDFH personalize WKH VROXWLRQ DQG YLHZ H[WUDFW GDWD IRU reporting Q (QUROOPHQW 6XSSRUW Q 'DWD ,QWHJUDWLRQ Open architecture WKDW DOORZV IRU seamless integration ZLWK LQVXUDQFH FDUULHUV YHQGRUV +5,6 DQG SD\UROO L H ÀOH IHHGV UHDO WLPH ZHE VHUYLFH XSGDWHV HWF Q 'RFXPHQW 0DQDJHPHQW Q (OLJLELOLW\ 0DLQWHQDQFH Q ,QIRUPDWLRQ 5HSRUWLQJ )RU PRUH LQIRUPDWLRQ YLVLW corpsyn.com RU FDOO 877.426.7779 !LLRIGHTSRESERVED #ORPORATE3YNERGIES'ROUP ,,# #ALIFORNIALICENSE % ./4% 4HISISNOTINTENDEDTOBETAXORLEGALADVICE 0LEASECONSULTYOURTAX ORLEGALADVISOR #ERTAINSERVICESARESUBJECTTOANADDITIONALBROKERAGEANDCONSULTINGFEEANDARENOTAVAILABLEINALLJURISDICTIONS PLAN MANAGEMENT PLAN MANAGEMENT COMPREHENSIVE CLIENT SUPPORT :KHQ LW FRPHV WR GHVLJQLQJ DQ DQQXDO HPSOR\HH EHQHÀWV VWUDWHJ\ DQG H[HFXWLQJ HYHU\ FRPSRQHQW GHWDLOV PDWWHU %XW VR GRHV WKH ELJ SLFWXUH 2XU 3ODQ 0DQDJHPHQW SURFHVV LV FRPSULVHG RI D 0XOWL 6WDJH $SSURDFK WKDW DWWHQGV WR WKH GDLO\ DQG DQQXDO UHTXLUHPHQWV RI \RXU EHQHÀWV SURJUDP ZKLOH PDLQWDLQLQJ D IRFXV RQ WKH KRUL]RQ 2XU DSSURDFK WR EHQHÀWV PDQDJHPHQW GHOLYHUV DQ LPPHGLDWH DQG RQJRLQJ SRVLWLYH LPSDFW RQ WKH HPSOR\HU·V RUJDQL]DWLRQ DQG SODQ SDUWLFLSDQWV DOORZLQJ IRU GDWD GULYHQ UHÀQHPHQWV DORQJ WKH ZD\ STRATEGY: ANALYZING YOUR LONG-TERM GOALS 8VLQJ SDUWLFLSDQW GDWD RXU H[SHUWV GHYHORS DQ RYHUDOO VWUDWHJ\ WR DFKLHYH ORQJ WHUP EHQHÀWV JRDOV DQG SULRULWLHV 2XU UHFRPPHQGDWLRQV DUH VKDSHG E\ RXU GHHSHU XQGHUVWDQGLQJ RI \RX DQG \RXU HPSOR\HHV DESIGN: STRUCTURING YOUR EMPLOYEE BENEFIT PLANS 7KURXJK GDWD DQDO\VLV DQG EHQFKPDUNLQJ ZH RSWLPL]H \RXU DQQXDO UHQHZDO H[SHULHQFH E\ LGHQWLI\LQJ FRVW HIIHFWLYH VROXWLRQV WR DFFRPSOLVK \RXU RYHUDOO VWUDWHJLF JRDOV :H OHYHUDJH RXU SRVLWLRQ LQ WKH PDUNHWSODFH WR QHJRWLDWH RSWLPDO FRVW FRQWUROOHG SODQ GHVLJQV EXECUTION: DAY-TO-DAY BENEFIT MANAGEMENT :H UHOLHYH DGPLQLVWUDWLYH EXUGHQV VLPSOLI\LQJ WKH HQWLUH EHQHÀWV SURFHVV E\ GHYHORSLQJ D FXVWRPL]HG $QQXDO %XVLQHVV 3ODQ 2XU WHDP RI DFFRXQW PDQDJHUV VSHFLDOLVWV DQG XQGHUZULWHUV H[HFXWH WKH GHOLYHUDEOHV ZLWKLQ WKLV EXVLQHVV SODQ WR HQVXUH DGPLQLVWUDWLYH HIÀFLHQFLHV LQFUHDVHG UHJXODWRU\ FRPSOLDQFH DQG PLWLJDWLRQ RI ULVN H[SRVXUHV :H DVVLVW SODQ SDUWLFLSDQWV WR JHW WKH PRVW RXW RI WKHLU EHQHÀWV SURYLGLQJ HGXFDWLRQ DQG SHUVRQDO VXSSRUW WKDW KHOSV WKHP PDNH LQIRUPHG GHFLVLRQV DQG SURSHUO\ HQUROO LQ DQG XVH WKHLU SODQV 52% RI HPSOR\HHV VD\ WKH\ FDQ·W DIIRUG RXW RI SRFNHW KHDOWKFDUH H[SHQVHV RI RU PRUH PLAN MANAGEMENT A LOOK INSIDE OUR UNIQUE PLAN MANAGEMENT PROCESS Q Employee Data Capture and Analysis: $FTXLULQJ RQJRLQJ GDWD WKURXJK Q Open Enrollment Support: 'HOLYHU\ RI FRQWUDFWV DPHQGPHQWV DQG VXPPDU\ SODQ GHVFULSWLRQV VXSSRUW RI HPSOR\HH PHHWLQJV GHYHORSPHQW HQUROOPHQW PDWHULDOV VXSHUYLVLRQ RI FDUULHU DQG YHQGRU GHOLYHUDEOHV Q Compliance Risk Mitigation: ,GHQWLÀFDWLRQ DQG UHPHGLDWLRQ RI LPPHGLDWH ULVNV RQJRLQJ VWUDWHJLHV WR NHHS SODQV FRPSOLDQW FRQWLQXRXV LQIRUPDWLRQ ÁRZ RQ FKDQJHV LQ ODZV DQG UHJXODWLRQV LPSDFWLQJ EHQHÀWV Q Participant and HR Advocacy: 3HUVRQDO LQTXLU\ DQG LVVXH UHVROXWLRQ WKURXJK RXU %HQHÀWV9,3 HPSOR\HH DQG +5 DGYRFDF\ DQG VXSSRUW FHQWHU Q Client and Participant Education: $ZDUG ZLQQLQJ HPSOR\HH communications campaigns and PDWHULDOV FRPSOLPHQWDU\ ZHELQDUV IRUXPV DQG FRQIHUHQFHV IRU RQJRLQJ FOLHQW HGXFDWLRQ ZHHNO\ UHOHDVHV RI WKRXJKW OHDGHUVKLS EORJ DUWLFOHV YLGHRV DQG ´H$OHUWµ XSGDWHV Q Wellness and Disease Management: Q Vendor Management: Designing PHWULFV HVWDEOLVKLQJ VHUYLFH OHYHOV DQG PRQLWRULQJ EHVW LQ FODVV YHQGRU SDUWQHUV Q Performance Guarantees: (VWDEOLVKLQJ PXWXDOO\ DJUHHDEOH VWDQGDUGV DQG PHWULFV IRU DFFRXQW PDQDJHPHQW LPSOHPHQWDWLRQ FXVWRPHU VHUYLFHV DQG SURFHVVHV &RUSRUDWH 6\QHUJLHV KDV \RXU HPSOR\HH EHQHÀWV FRYHUHG DQG )RXQGDWLRQ 5LVN 3DUWQHUV FDQ FRYHU WKH UHVW 'HVLJQLQJ LPSOHPHQWLQJ DQG VXSSRUWLQJ KHDOWK DQG ZHOOQHVV SURJUDPV &RUSRUDWH 6\QHUJLHV· LQWHUQDO OLVWHQLQJ SRVWV %HQHÀWV9,3 DGYRFDF\ FHQWHU HPSOR\HH HQJDJHPHQW VXUYH\V EHQHÀWV DGPLQLVWUDWLRQ V\VWHP HWF DQDO\]LQJ LPSDFW RI HPSOR\HH EHKDYLRUV DQG XWLOL]DWLRQ RQ FRVW Q Ongoing Claims Experience Review: 0RQLWRU DQG UHSRUW XVLQJ RXU &ODLPV 'DVKERDUG RQ H[SHFWHG OLDELOLW\ FRQWUDFWXDO VWRS ORVV REOLJDWLRQV À[HG FRVWV EXGJHW IRUHFDVWV HWF Q 7UHQGV DQG &RVW 'ULYHU ,GHQWLÀFDWLRQ (YDOXDWLQJ SODQ SHUIRUPDQFH DJDLQVW EXVLQHVV JRDOV WKURXJK RXU GDWD analytics tools Q Benchmarking: 5HSRUWLQJ RQ SODQV XWLOL]DWLRQ FRVWV GHPRJUDSKLFV HWF PRGHOLQJ WKH LPSDFW RI FKDQJHV HYDOXDWLQJ EHQHÀW SODQV DJDLQVW RWKHU HPSOR\HUV Q Funding Alternatives: Guidance and UHFRPPHQGDWLRQV RQ PLQLPXP SUHPLXP OHYHO IXQGLQJ VHOI IXQGLQJ UHIHUHQFHG EDVHG SULFLQJ HWF EDVHG RQ ULVN WROHUDQFH FDVK ÁRZ UHTXLUHPHQWV DQG JURXS VL]H Q Plan Marketing/Renewal Negotiations: 2XU 8QGHUZULWHUV XVH RXU &ODLPV 'DVKERDUGV WR SURYLGH SURMHFWLRQV IRU D ´QR VXUSULVH UHQHZDO µ &RPELQHG ZLWK RXU VWDWXV LQ WKH PDUNHWSODFH DORQJ ZLWK RXU DELOLW\ WR XQFRYHU DQRPDOLHV ZLWKLQ D FDUULHU UHQHZDO FDOFXODWLRQ ZH DUH DEOH WR SURYLGH VXSHULRU QHJRWLDWLQJ VWUHQJWK IRU WKH PRVW FRVW HIIHFWLYH UDWHV DQG GHVLJQ Q Annual/Multi-Year Program Design: $QQXDO DQG ORQJ WHUP VWUDWHJLHV WR DFKLHYH LPSURYHG FRVW FRQWURO DQG RYHUDOO YDOXH Q Plan Implementation/Ongoing Support: 6KRUW DQG ORQJ WHUP VWUDWHJLF SODQV KHOS clients take control over the cost drivers RI WKHLU KHDOWK ZHOIDUH EHQHÀWV SURJUDP )RU D IXOO OLVWLQJ RI RXU VHUYLFHV YLVLW FoundationRP.com )RU PRUH LQIRUPDWLRQ visit corpsyn.com RU FDOO 877.426.7779 All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. WELLNESS WELLNESS Our wellness campaigns align workforce health objectives with the employer’s long-term EXVLQHVV DQG ÀQDQFLDO JRDOV Corporate Synergies’ metrics-driven employee wellness and disease management programs promote informed behaviors and personal HQJDJHPHQW LQ VXSSRUW RI LPSURYHG RUJDQL]DWLRQDO KHDOWK Our in-house strategists develop programs that emphasize taking personal responsibility for health, heighten engagement in the wellness process and LQFUHDVH KHDOWKFDUH FRQVXPHULVP ENCOURAGING HEALTHY BEHAVIORS $ KHDOWK\ EXVLQHVV EHJLQV DQG HQGV ZLWK D KHDOWK\ ZRUNIRUFH :HOOQHVV programs help keep employees productive and reduce the number of costly FODLPV Health risk assessments and screenings can identify costly conditions and promote early intervention through smartly designed and executed disease PDQDJHPHQW SURJUDPV /LIHVW\OH PDQDJHPHQW SURJUDPV FDQ UHGXFH ULVN factors and encourage healthy behavio UV OLNH EDODQFHG QXWULWLRQ DQG H[HUFLVH YOUR WELLNESS HUB Our wellness programs are designed to create enduring cultural changes tied GLUHFWO\ WR \RXU KHDOWKFDUH VWUDWHJ\ AN INCLUSIVE, AUTHENTIC APPROACH TO WELL-BEING :,7+ 7+( 5,*+7 3$571(5 $36.4 billion is lost by US employers from employee absences due to 5 chronic diseases RU ULVN IDFWRUV 1 For every $1 spent on wellness programs: Medical costs fell by $3.27 and absenteeism costs fell by $2.73 2 57 % of employers offer a ZHOOQHVV SURJUDP 3 WELLNESS STRATEGY & FLEXIBILITY :KHWKHU GHVLJQLQJ DQ HQJDJHPHQW FDPSDLJQ WR SURPRWH H[LVWLQJ SURJUDPV or building a robust program from the ground up, Corporate Synergies is your VWUDWHJLF ZHOOQHVV KXE :H FDQ FRRUGLQDWH \RXU ZHOOQHVV LQLWLDWLYHV EHQHÀWV SODQ DQG WKH GDWD WKDW FRQQHFW LW DOO After a consultation to review goals and objectives, short- and long-term strategies can be developed to meet your organization’s unique needs and budget, including: Q &RVW GULYHU LGHQWLÀFDWLRQ Q Campaign strategy consultation/design Q Campaign components/communication Q ([HFXWLRQ VXSSRUW CURATED WELLNESS From platforms to vendors, there are an overwhelming number of choices to make ZKHQ GHVLJQLQJ D ZHOOQHVV SURJUDP &RUSRUDWH 6\QHUJLHV VSHFLDOL]HV LQ FRQQHFWLQJ \RX ZLWK WKH ULJKW SDUWQHUV IRU \RXU VWUDWHJ\ Our industry experts provide vetted vendor and platform recommendations to LGHQWLI\ \RXU SHUIHFW SDUWQHUV :H FDQ DOVR JHQHUDWH UHTXHVWV IRU SURSRVDOV IRU WKH ULJKW ZHOOQHVV SURYLGHUV Our wellness communications campaigns make health and well-being a powerful, SHUVRQDO H[SHULHQFH $V \RXU SDUWQHU ZH FDQ GHYHORS FDPSDLJQV WKDW Q (GXFDWH DQG HQJDJH HPSOR\HHV WRZDUG LQIRUPHG KHDOWK EHKDYLRUV DQG EHQHÀWV consumerism Q /HYHUDJH WKH XVH RI LQFHQWLYHV WR HQFRXUDJH SDUWLFLSDWLRQ Q Use metrics to track and measure the initiative over time Q Delivers a measurable value/return on investment SUPPORTIVE TECHNOLOGY & DATA ANALYSIS Your platform should seamlessly integrate your organization’s population, mission DQG FXOWXUH ZLWK \RXU ZHOOQHVV GLVHDVH PDQDJHPHQW DQG EHQHÀWV VWUDWHJLHV :H DOLJQ ZHOOQHVV SURYLGHUV ZLWK VFDODEOH WHFKQRORJ\ VROXWLRQV WR ÀW DQG JURZ ZLWK DQ\ VL]H ZHOOQHVV SURJUDP All health, wellness and claims data can be integrated across your entire RUJDQL]DWLRQ 7KLV SURYLGHV XQULYDOHG LQVLJKWV WKDW FDQ KHOS NHHS \RXU ZRUNIRUFH DQG ERWWRP OLQH KHDOWKLHU 1 8 6 &HQWHUV IRU 'LVHDVH &RQWURO DQG 3UHYHQWLRQ ´:RUNSODFH +HDOWK 3URPRWLRQµ 2 +HDOWK$IIDLUV ´:RUNSODFH :HOOQHVV 3URJUDPV &DQ *HQHUDWH 6DYLQJVµ 3 $ÁDF :RUN)RUFHV 5HSRUW For more information visit corpsyn.com or call 877.426.7779 All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. GIVING BACK OUR CARES PROGRAM The Corporate Synergies CARES Committee is comprised of charitable-minded employees working toward civic leadership for our clients & local communities. With the aid of our enthusiastic members, we pay it forward to our nonprofit clients, local communities and each other, through charitable missions, employee support efforts, and fun breaks & activities. PAYING IT FORWARD “Thank you again for inviting the CARES Committee to participate in our Toy Drive this year! Your team was so incredibly generous and really helped us reach our goals for collecting toys!” — Foster the Family toy drive “Thank you for your generosity in ensuring each child can grow and learn to their fullest potential this upcoming school year.” — Acenda, Inc., backpack drive “We are all very grateful for this donation! We love the partnership we have with Corporate Synergies and look forward to continued collaboration.” — World Relief, fundraiser 2022 “Thank you so much! You have no idea how much we appreciate the support from you and your entire team! Your generosity to our families in need will not be forgotten.” — Drueding Center toy drive 2022 MAKING A DIFFERENCE MAKING A DIFFERENCE CIVIC & CHARITABLE Paying it forward with a focus on health, wellness and nutrition. Our 2024 past and current missions include: Q Helping Hands warm winter essentials collection Q Hope Loves Company Chocolate Meltdown volunteers Q Joseph’s House meal prep Q Lion’s Clubs International used eyeglass collection Q Mastery Schools coat drive Q One Sandwich at a Time meal prep Q Operation Gratitude greeting card collection Q Philabundance Campout for Hunger food drive Q Ronald McDonald House of Southern NJ can tab collection, fundraiser & dinner service Q Rutgers Dress for Success clothing drive Q So Others May Eat golf outing Q Unforgotten Haven toiletries collection Q United Cerebral Palsy of Long Island Brushstrokes notecard sale Q United Ukrainian American Relief Committee volunteers Q Acenda Integrated Health backpack drive Q American Foundation for Suicide Prevention overnight walk Q American Red Cross blood drive Q Animal Welfare Association volunteers Q Cathedral Kitchen food donations, meal prep & volunteers Q Children’s Choice toy drive Q Children’s Hospital of Philadelphia Parkway Run & Walk Q City of Camden Trunk or Treat Q Drueding Center toy drive Q Easterseals Northeast Central Florida wish list Q Feed My Starving Children meal prep Q Food Bank of South Jersey tote bag donations Q For the Love of Pete’s Pantry blessing bags collection/packing Q Foster the Family 5K Walk/Fun Run and toy drive Q God’s Love We Deliver meal prep Q Got Sneakers recyclable collection Q Habitat for Humanity site build Q Walk to End Lupus Now Q World Relief fundraiser COMFORT & JOY Recognizing, supporting & advancing our teams. Pausing for vital mental breaks. Our 2024 support & events include: Q Eldercare articles Q Take Your Child to Work Day Q Summer Water Challenge Q Ice Cream Social with Sr. Leaders Q Spirit Week & Holiday Parties Q Birthday Bonuses Q Appreciation Breakfasts/Lunches Q Random Raffles Q Budgeting & Savings Tips
Made with FlippingBook Ebook Creator