e3 takes on the day-to-day burden of designing, implementing and managing your employee benefits programs.

Client Service Protocol

e3 has a unique, five-step Client Service Protocol™ designed to provide a strategic approach to the needs of your enterprise, executives and employees. This protocol includes planning and providing for each client's particular long-term goals, taking into consideration the culture and structure of each organization.

1 Renewal Strategy Process™

To define your strategy for the upcoming plan year, we review current and future industry trends, legislative updates, business climate and the unique needs of your organization. We will review your benefit branding, and develop an online employee survey. Together we draft a market approach for the benefits renewal. We then define the scope of work with a timeline and budget.

2 Renewal Process

e3 reviews the market analysis and employee survey responses. Then we finalize the strategy and programs. This includes determination of benefit levels, communication themes and processes, open enrollment tools and meeting schedules.

3 Enrollment Process

This includes everything from in-person meetings to use of online enrollment and feedback tools. e3 manages the relationship with carriers and handles employees inquiries.

4 Renewal Assessment Process™

e3 assesses the open enrollment process to ensure employee satisfaction and address any outstanding issues. We conduct administrative training for HR representatives and continue to manage day-to-day inquiries and benefits changes.

5 Compliance Services

e3 serves as a resource to keep clients in compliance with COBRA, HIPAA and all other benefits-related laws and regulations. This includes management of required documentation but also ongoing education on new legislation and emerging issues.

Enterprise Services


Strategic resource allocation keeps your focus on core competencies

e3 Differentiator Online HR Benefit Branding Benefits Administration Outsourcing Client Service Protocol


Secure ownership ensures the continued success of the company

The Executive Choice Plan Business Succession Strategies Executive Investment Management


Comprehensive benefits help recruit and retain your human capital

Client Advocate Services Personal Retirement Assistance Enrollment and Education