Account Management

Mapping your annual renewal strategy and executing the plan.

Let’s face it, managing your upcoming renewal is the last thing on any plan administrator’s mind. Luckily, PF Compass has highly skilled account management teams that develop tailored, annual benefit business plans based on our familiarity of the Health and Ancillary industries, your organization and your employees. Perhaps the most important aspect is that they work with you so you can remain focused on your core objectives.

Our PF Compass account management teams are comprised of employee benefits experts—strategists who serve as trusted consultants to our clients. At renewal, we don’t just automatically move a plan from carrier to carrier or recommend plan specific increases to address cost. Our experience helps create ways to drive higher value for your benefits. Once the renewal is in place, we guide all related activities between carriers and vendors and our internal service departments.

Our expertise includes:

• Plan utilization and trend analysis
• Benchmarking
• Renewal (marketing and negotiation)
• Plan Design
• Project/plan management (including open enrollment support)
• Carrier/vendor coordination and performance guarantees
• Health and Wellness
• Reporting, and much, much more…