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Our Service Commitment

Insurance for Businesses

Service Commitment

Outstanding service is the hallmark of our organization. We have earned a reputation for delivering exceptional service through our ability to offer comprehensive administrative support including regulatory compliance consultation, direct employee servicing, claims and billing resolution, and total account management. Each of our valued clients is assigned a dedicated and experienced benefits consultant and account manager.


Service Delivery Process

The foundation for our success is our strategic planning and implementation process. We will become a seamless extension of your business, providing proactive support for all of your benefit needs.

service delivery process flow diagram - stage 1 strategic planning, stage 2 consult, stage 3 implement, stage 4 monitor

The intent is to gain a thorough understanding of the client and determine a long-term benefits strategy built around their goals and objectives.

  • Determine objectives and priorities
  • Measure effectiveness of current benefits package
  • Evaluate utilization patterns
  • Identify alternate plan options
  • Identify compliance issues
Upon completion of the following items, plan alternatives are presented that meet the client’s benefit and budgetary needs.

  • Complete competitive analysis
  • Negotiate plan renewals and contractual terms
  • Discuss contribution strategies
  • Evaluate alternative funding strategies
  • Provide guidance and recommendations

Once the master application is submitted along with supporting documentation, employees and their dependents are enrolled in the selected plan. 

  • Manage implementation of new and ongoing benefits programs
  • Facilitate employee meetings and educational seminars
  • Monitor installation process with carriers

The service continues beyond implementation to monitor and engage employee satisfaction levels.

  • Proactive client contact
  • Direct employee servicing
  • Resolve disputes with carriers
  • Assist in claims and billing issues
  • Periodic plan review

Insurance products are offered through Univest Insurance, Inc. and are obligations of the issuing insurance companies, are not obligations or deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the United States. Insurance products are not a condition to any bank loan, product or service. Univest Insurance, Inc. is a licensed subsidiary of Univest Corporation of Pennsylvania.

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