Account Management

At The A.I. Group, we are committed to an ongoing support role with our clients and developing a lasting relationship. Essentially, we strive to be the chief expert on each client’s benefit program, enabling us to service your account, proactively manage your renewal, and educate your employees.

Many of our team members come from the carrier side of the industry, and as such we have been able to design our services around the benefits packages themselves, complementing them to create a more comprehensive program. This industry expertise gives us an incredible advantage as we support you.

Account Services
Responsiveness is not only our service goal, it is our minimum acceptable standard. At The A.I. Group, we have built a dynamic team that includes over 30 industry professionals, the majority of whom focus exclusively on servicing our clients. Through our collective expertise and knowledge, we have built a model for outstanding client support.

Regardless of your company’s size, your benefits program will be supported by a Benefits Consultant and a dedicated Account Executive. Beyond that, there is an integrated network of internal support that leverages the skills and knowledge of our team to effectively administer your benefits program. We approach the relationship as if we were an extension of your benefits and HR staff.

Our extensive support will improve the productivity of your employee benefits program, increase employee satisfaction with the program, and allow you to focus on the needs of your business.

Renewal Process
The A.I. Group’s approach is to first determine each client’s strategic direction and develop both short-term and long-term goals for the employee benefits program. Throughout the year, we monitor your benefit program’s performance and analyze your trends, utilization, and other data in order to project realistic renewal statistics.

We are proactive in the renewal process, seeking sustainable cost management. To this end, we will market your plans for competitive rates and benefits, present benefit alternatives, and leverage our customer base with each carrier to negotiate the most favorable renewal – all while keeping with your long-term strategy. As your partner, we will make recommendations, guide you through the decision-making process, and implement the renewal for you and your employees.

The A.I. Group will be an effective advocate for you.

Employee Communication and Education
The success of your benefits program depends largely on the understanding, appreciation, and value that your employees have for it. As such, we consider employee communication and education vital to the management of your account.

Because your employees are as unique as your company, we utilize a variety of strategies to effectively communicate your benefits package, including:

  • Benefits Brochures (On-line and Hard Copy)
  • Benefits Packets
  • Live Webinars
  • Recorded Presentations
  • On-Site Meetings
  • Email Communication
  • Direct Mail
  • Posters and Flyers
  • Benefits Newsletters

Our education and communications materials are custom-created for you – branded with your look, feel, and terminology. Further, we look for opportunities to help your employees understand how your group coverage works and to recognize the important role they play as educated health consumers.