1.   

We'll start by explaining each step of the statement process and fully understanding your needs on such issues as data gathering and schedule requirements

2.

We'll help you select the best statement format for presenting your company's information. Whether it's a simple layout or one that includes graphical elements and other visual aids, we've got a format and style to match your needs.

3.

Your Account Representative will work with you to gather information about your company and benefit programs. Or, you can utilize our intuitive online data collection wizard to walk through a step-by-step "interview" which makes it easy to provide the needed information.

Continue to use the wizard for your employee census data; or, if you prefer, you can provide it in any file format that's convenient for you. Our experienced Information Technology staff will utilize its extensive tool set to get your information into the format needed.

4.   

We'll process your data through multiple programs and produce a set of draft statements. These will be available online for your review in our secure client area. The statements will look exactly like the output you will receive from our printing operation once you agree you are fully satisfied with the data and the layout.

5.

Then, we'll produce a personalized benefit statement for each of your employees. We'll send them to you so your management team can personally present them to their employees or we can mail them direct to the employee's home for the price of the postage and mailer - - - the choice is up to you!

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