Wrap Documents

Manager explaining about Employee Retirement Income Security Act in Health Plans

You need a simple solution to keep your group clients compliant with ERISA

The Employee Retirement Income Security Act (ERISA) requires that the majority of health plans hold a Summary Plan Description.

Although there are exemptions, chances are your clients must comply.

You have an opportunity to provide value by helping ensure all of your client’s certificates of insurance and benefit plan booklets in one place.

Wrap compliance made simple


Our team of experienced experts can assist your clients in acquiring the relevant paperwork, saving you time and allowing you to focus on generating revenue.

Our forward-thinking strategy reduces ambiguity and assists you and your clients in reducing risks.

This, paired with our ERISA, HIPPA, and ACA experience and understanding, ensures that you and your clients receive the counsel you require while also assisting you in modernizing your brokerage.

Here’s how to secure wrap documentation services for or your clients

Schedule your free strategy session
Review the process and technology-forward tools that will help your clients
Operate your agency more efficiently with less stress and more profit!

Contact one of our Broker Managers for more information and to schedule your free strategy session.

Call: 757-422-6729 or complete the form below and we will contact you directly.

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