Integrated Technology Package

Consolidated Billing - All policies will be combined into one bill, where applicable. And every bill will show a breakdown of all coverage’s.
Full Service Customized Group Benefits Website - Clients will be able to have easy to access links to all insurance carriers. Also access to an identification card system, if ID cards are in need of replacement. The website will also allow clients to submit questions to our associates when needed.

Online Benefit Statements - On a single website, clients will be allowed to show employees their benefits, vacation time, and also 401k.
Online Enrollment - Clients will now be able to enroll new employees online or with approval the client, empoyees can enroll themselves. This can be done for either new hires, during open enrollment, or if there is a life event.

Tel (610) 668-1583 • Fax (610) 668-2733 • 555 East City Line Avenue. Bala Cynwyd, PA 19004

Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, New Jersey, New York, and Pennsylvania.