Consulting & Brokerage Services


CPI does more than just provide benefits. We act as an extension of your company, ensuring that you are getting the most out of your benefit investment. With our extensive industry experience, we can provide consulting services as well as act as brokers on your behalf. We also check your organization for compliance with issues like COBRA and HIPAA, allowing you to focus on more important things – like your business.
Click a link below to learn more about:
Brokerage Services
Consulting Services
Compliance

 

 

 

 

Brokerage Services
As independent brokers and consultants, CPI represents more than 100 companies, allowing us to match your needs with the right solutions. Our established relationships with these companies enable us to gain insight and proprietary information about their products that allows us to market your company to only the appropriate carriers.

And because CPI is an independent firm, you can be sure that we will select only those
carrier(s) that are best suited to fit your current needs. We are not obligated to promote any company’s product and your best interests are always our primary concern.

Click here to contact CPI to learn more about our Brokerage Services.

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Consulting Services

The foundation of CPI’s success is the solid, sound advice we provide in a wide variety of areas. Over the years, we have gained valuable experience through our business, providing recommendations and implementing plans for clients like municipalities, school systems, non-profit organizations and large, multi-state corporations. We harness this information and work with you to reach your goals. This, in conjunction with our professionals' diverse talents, allows CPI to exceed our client’s expectations and enhance your people and profitability.

Here is just a sample of what CPI provides for our clients:
  • Benefit audits
  • Strategic analysis
  • Action plans
  • Health task force
  • Surveys and market studies
  • Executive summary proposals
  • Plan design alternatives
  • Defined contribution analysis
  • Carrier negotiations and selection
  • Disruption analysis and GEO access reports
  • Defined contribution and Section 105 and Section 106 hybrids
  • Voluntary benefits
  • Actuarial services
  • Claims analysis and auditing
  • Flexible benefit analysis
  • Alternative funding analysis
  • Premium cost sharing models
  • Retirement plan and 401(k) analysis

Contact CPI to learn more about our consulting services and see what we can do for you.

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Compliance
It is important that all of your company's employee programs are in compliance with the latest government legislation. Plan sponsors are required by law to meet certain pre-established requirements and CPI can make sure that you never have to worry about any of this. We can coordinate your compliance and provide you with the right direction that ensures your continual compliance with the latest regulations.


CPI currently offers compliance assistance for:
  • COBRA
  • ERISA
  • HIPAA
  • FMLA
  • ADA
  • Section 125-Flex
  • Section 105-HRA's

To learn more about our Compliance services, contact a CPI representative to request additional information.


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