Employer Sponsored Benefits

Our Philosophy...

We take pride in the fact that we care about our clients and want to find them the best deals possible so that they can have great, competitive coverage that does not break the bank. Because of this, we offer several services that address a wide variety of issues that come up when looking into benefit plans.

We invite you to call us during regular business hours and talk with one of our representatives. We will be more than happy to handle your call and answer any questions you may have about our services or those of the carriers we represent.

To Obtain Quotes for Group Health Insurance...

We need to gather some basic information about your company. Accurate information is very important in obtaining accurate quotes.

To request a group medical quote for your company:

  1. If you do not already have it, please install Adobe Acrobat Reader 6
  2. Complete the following forms and fax or email them to our office:
    1. Risk Assessment form - For large and small groups
    2. Small Group Medical Census Form - This form is for small groups of less than 50 employees
    3. Large Group Medical Census Form - This form is for large groups of 50+ employees
  3. The following information, although not required, would be very helpful and can be emailed or faxed as well:
    1. Most recent carrier billing statement (if group coverage is in place)
    2. Renewal rates for any existing plans
    3. Plan summary for each plan in place

Once we receive your information (completed forms above) we will contact you to acknowledge receipt, clarify any information provided and request any additional information, if necessary. We will then obtain competitive bids from carriers and provide you recommendations based upon the initial criteria you provided.

Here is a list of our general services. If you do not see a service listed here that you have questions about, please contact us and let us know. We will be happy to work with you!

General Services

  • Group Major Medical Plans
  • Dental and Vision Plans
  • Group Long Term Disability
  • Group Life Insurance
  • Supplemental Health
  • On the Job Group Accident
  • Cafeteria Plans
  • 401 K's and COBRA
  • Comprehensive, competitive analysis of empoyee benefit programs.
  • Full time service department to assist in all phases of benefit administration, employee enrollments, communications, terminations, claim issues and COBRA administration assistance.
  • Periodic one-on-one group benefit reviews to enhance employee satisfaction of plan services.
  • Creation of medical insurance buying pools so business may band together to motivate insurance companies to offer aggressive rates in a large volume.

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Updated 27-Jun-2005 12:47 PM
Copyright © 2005 Excel Benefits, Inc.
San Antonio, Texas