The A.E. Mourad Agency was created on the premise – that our agency would provide
Unwavering Innovative Service to each and every customer.
This is why we have developed an integrated service platform which includes the
following services at no extra cost to our clients.
Simplified Proposals and Program Analysis –
Understanding the insurance products and underling costs is very important to you.
It’s equally important for us to communicate them in an easy to understand format.
We have developed a proposal system that is easy to follow even after the meeting!
Timely Annual Renewals –
We strive to make our renewal process easier for our clients. With renewals
prepared and communicated in a timely manner, our clients have an adequate amount
of time to make informed decisions.
Customized Employee Benefit Guides –
Our customized guides include all necessary compliance notifications, employer
specific policies, and one written in a language every one can understand.
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Employee Orientation Meetings –
Communication is an essential component of your employee benefit package. It
is proven that an educated and informed employee is a happy employee.
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Custom Financial/Claims Reporting –
We provide our self-funded and experience rated clients with a custom tailored financial
and claims reporting package that illustrates and benchmarks their employee benefit program.
Your plan cost is dissected based on your preference of detail including an historical
analysis which provides you a full financial picture of your plan costs.
MyWave® Portal and HRconnection –
As a value-added benefit to all clients of A.E. Mourad Agency we offer a personalized
Web site that allows you to view documents online, participate in plan/program surveys,
connect with over 200,000 peers in your industry, as well as a an easy-to-use employee
Web site that serves as a custom company information and employee benefits portal.
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Summary Plan Descriptions –
Under ERISA rules, all plan administrators are required to provide their employees
with a Summary Plan Description (SPD). The SPD provides information on when an employee
can begin to participate in the plan, how service and benefits are calculated, when
benefits become vested, when and in what form benefits are paid, and how to file a
claim for benefits. When you partner with us, we utilize a vendor to provide the
necessary documentation to you, in most cases, free of charge.
Wellness for Life: Live well, work well –
Our exclusive wellness guide was developed for any employer group that is interested
in a healthier workforce.
Wellness for Life: Live well, work well is a powerful tool
to help you design, execute and sustain a program that empowers your employees to
be healthier.
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Toll Free Employee Claims Assistance –
We provide your employees with a toll free 800 number available 24 hours a day,
7 days a week, and 365 days a year for claims assistance.
COBRA Administration –
Do you pay for this service? Our customers don’t! From the first cobra notice
to the last, we have selected a highly respected vendor to administer your cobra
responsibility and best of all…the vendor takes on the liability.
DOL Form 5500 Filing –
Upon your request we will compile all necessary information, prepare your
filing and deliver a complete Form 5500 to fulfill your annual DOL filing requirements.