Discovery
Understand the organization, workforce, goals, and constraints. Identify what is working and what is creating friction.
Analysis
Review current plan performance, contributions and available options. Use analytics to clarify cost drivers and opportunities.
Strategy & Planning
Align recommendations with goals: cost management, employee experience, retention and compliance readiness.
Plan Design, Review & Confirmation
Finalize plan design, vendor partners and communications plan. Confirm readiness and timelines.
Implementation
Coordinate carrier setup, systems, enrollment configuration, and payroll connections to reduce administrative burden on HR.
Communication
Deliver employee education, enrollment support and year-round updates so benefits are understood and used effectively.
High Touch + High Tech Customer Service
StoneTapert invests in technology and automation to speed routine work and expand insight, so account managers have more time to stay present with HR teams and employees.
- Analyst-backed reporting and renewal modeling
- Automation for routine tasks and follow-up tracking
- High-touch support for HR needs, employee questions and complex situations