Verification Period: April 12, 2018 – April 12, 2019
- Completeness and Accuracy
- Benefit Administration Solutions
- Executive Benefits
- Group Health Insurance
- Human Resources Solutions
- Retirement Plans
- Voluntary Benefits
- PEO Solutions
Connor & Gallagher OneSource Overview
Service-oriented benefits broker that emphasizes proactive strategies and cost control.
Connor & Gallagher OneSource (CGO) provides a unique blend of day-to-day administrative services combined with strategic consulting. In today’s rapidly changing benefits landscape, you need someone to take work off your desk, keep you in compliance, and give you a strategic plan to contain increasing health insurance costs. CGO will deliver on all fronts.
We are a local, independent employee benefits broker. We have 20 years of experience, expertise, and hundreds of satisfied clients (check out our Google and Facebook reviews!).
Why You’ll Love Working With Us:
Always looking out for YOUR best interest - we will consult on which strategies are best for your company’s goals, employees, and bottom line.
Strategic planning – After payroll, a company’s largest expense is healthcare costs. We develop 5 year plans for our clients to proactively control their healthcare costs.
Your advocate – we leverage our close relationships with all the major medical insurance and ancillary carriers to negotiate the best rates for you.
Alternative Funding options – while we work intimately with all the major fully-insured medical and ancillary insurance carriers – we also have access to a number of alternative health insurance funding options. Innovative risk management insurance products have the potential to save you thousands of dollars every year. We’ve successfully implemented level-funded, self-insured, and group captive health plans for a number of our clients.
Offload your administrative work – Our goal is to become an extension of your HR department and remove your employee benefits related administrative burdens by working on your behalf to resolve employee issues relating to: claims, ID cards, billing, eligibility and enrollment, qualifying events, payroll deductions, COBRA, and answering benefit related questions (medical, dental, FSA, HSA, life, vision, etc.)
Free technology resources - including an HR hotline and open enrollment portal
Dedicated service team – As part of our relationship based service philosophy, we assign dedicated service teams to your account. Your service team will get to know your business, and you and your employees will be able to reach them directly by phone or email whenever needed.
Compliance - How confident are you that you’re 100% compliant in the areas of ERISA, ACA & HR? We provide turnkey compliance packages around ERISA & HIPPA. Additionally, as part of our pre-renewal meeting we will annually provide a complete compliance audit pertaining to all things ERISA, HIPAA, and ACA. We will also facilitate the preparation of Form 5500s and Summary Annual Reports at no additional cost.
Wellness initiatives - We can build and customize a wellness program specific to your employees’ needs and healthcare data, and will deliver the tools you need to get a successful wellness program off the ground.
All-in-One capabilities – For companies looking to simplify: we are one of the only brokerages in our space to offer business insurance, risk management services, employee benefits, HR outsourcing, payroll services, and employer sponsored retirement plan services all under one roof. Our clients love this because it offers additional efficiencies, cost savings, and superior service. Since all of these services are in-house, we control the level of service you receive.
Areas Served by Connor & Gallagher OneSource
Team at Connor & Gallagher OneSource
Enhance Department Efficiencies | Maintain Best Practices | ACA Resource | Carrier Advocate
Development of Personnel & Procedures | Customer Service & Strategy | Issue Resolution | Bilingual
Director of Client Services
Awards and Recognition
- 2016 Best Places to Work in Insurance
Best Places to Work in Insurance
November - 2016
- 2016 Inc. 5000 Fastest Growing Private Companies
Inc. 5000 Fastest Growing Private Companies
August - 2016
- 2017 Best Practices Agency
Best Practices Agency
March - 2017
- 2017 Top Defined Contribution Plan Advisor Firm
Top Defined Contribution Plan Advisor Firm
September - 2017
- 2018 Healthiest Companies in America
Healthiest Companies in America
March - 2018
Connor & Gallagher OneSource Verified Testimonials
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About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.