CORPORATE SERVICES
Process
Marketing creates an opportunity to review your needs and expectations. You will experience lower prices in a highly competitive market, new technology designed to improve service, and possibly off-load more administration to the insurer. Our approach to marketing builds on our recommended service standards including your own standards to ensure more consistent high service levels across the organization.

Establish your selection
criteria & service
standards
The level of service currently being delivered provides a benchmark test and assists in identifying the necessary improvements.

First cut
of insurers
Pre-qualify the insurance companies based on their commitment to meet or exceed the performance standards you have set. Only those insurers who commit to meeting (or exceeding) your standards, and whose references support their ability to perform, will receive consideration.

Request for
proposals
In the interest of reducing demand on your time and resources, Owen & Associates will request of you or your current carrier, the data required to market your account. We will prepare the specifications and review the document with you prior to release to the marketplace. We will also respond to all questions from the carriers and analyze the quotations against your selection criteria.

Reports &
recommendations
With your long-term goals in mind, Owen & Associates will review the insurer proposals and outline concrete recommendations with supporting rationale.

Implementation
& review
Assistance with all aspects of the policy implementation including basic set up, enrolment and education, documentation review and other items.

Follow-up
modification
Managing the employee benefits program within cost and quality objectives, to respond to diverse corporate and employee needs, and to keep the benefit plans dynamic as your corporate culture evolves. As your corporate outlook changes, the benefits investment must adapt to new expectations and new realities.
Process
Marketing creates an opportunity to review your needs and expectations. You will experience lower prices in a highly competitive market, new technology designed to improve service, and possibly off-load more administration to the insurer. Our approach to marketing builds on our recommended service standards including your own standards to ensure more consistent high service levels across the organization.

Establish your selection criteria & service standards
The level of service currently being delivered provides a benchmark test and assists in identifying the necessary improvements.

First cut of insurers
Pre-qualify the insurance companies based on their commitment to meet or exceed the performance standards you have set. Only those insurers who commit to meeting (or exceeding) your standards, and whose references support their ability to perform, will receive consideration.

Request for proposals
In the interest of reducing demand on your time and resources, Owen & Associates will request of you or your current carrier, the data required to market your account. We will prepare the specifications and review the document with you prior to release to the marketplace. We will also respond to all questions from the carriers and analyze the quotations against your selection criteria.

Reports & recommendations
With your long-term goals in mind, Owen & Associates will review the insurer proposals and outline concrete recommendations with supporting rationale.

Implementation & review
Assistance with all aspects of the policy implementation including basic set up, enrolment and education, documentation review and other items.

Follow-up modification
Managing the employee benefits program within cost and quality objectives, to respond to diverse corporate and employee needs, and to keep the benefit plans dynamic as your corporate culture evolves. As your corporate outlook changes, the benefits investment must adapt to new expectations and new realities.