Benefit Advisory Services


Our Team Approach…

Under the direction of our Benefit Advisors, clients will have a designated team suited to their needs, to assist and oversee solutions from implementation through ongoing service delivery. 

Our teams of dedicated professionals create a detailed client partner project plan to transition clients onto Heffernan’s platform and into our optimal service delivery and compliance procedures.  Our teams strive to become a seamless extension of the clients HR department, to maximize the engagement of the clients employees and their dependents, and to free up our clients to handle more important initiatives within each organization.

We implement a number of resource solutions to ensure we provide our clients and their employees with the information to best achieve your Group Benefits objectives.  Examples include benchmarking, underwriting, account service plans, renewal planning, financial analysis, and alternative funding options and strategies.

Medical HSA

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Benefit & Advisory Resources

Our aim is to help alleviate pressure in your HR department

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