Plan Design Consulting

With over 950 clients and $317 million of brokered annual employee benefits premium, Moreton professionals design cost-effective programs that meet our clients’ goals.

Our experienced team will partner with you to develop the information to optimize your program design, including:

  • Audit existing plans
  • Conduct employee survey and analyze results
  • Develop benchmarking information
  • Understand organizational culture
  • Understand leadership and financial goals
  • Identify compliance issues
  • Determine internal capabilities and out-source services

Following development and a thorough data analysis, your Moreton team will guide you in designing and executing a comprehensive, cost-effective program that incorporates:

  • Funding methodologies
  • Health & welfare services and vendor options
  • Wellness programs and vendor options
  • Voluntary benefits services and vendor options
  • Employee communications methodologies and tools
  • Program implementation and enrollment methodology
  • Processes for efficient administration and improvement
  • Customized Moreton annual service plan

Moreton Advantage

  • » Most Valuable Asset:
    A comprehensive, strategically designed benefits plan will help you attract and retain your most valuable assets—your employees.
  • » Exceptional Results:
    Your Moreton team will deliver exceptional design results because of our experience, client focus and the following unique capabilities.
  • » Full-Service Staff:
    Each of our clients is assigned a dedicated service representative as well as a full team of professionals who quickly become familiar with each client's needs.