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L E G A C Y   C L I E N T   S E R V I C E S

As an employer your time is valuable, that is why LEGACY is committed to offering full client service to help manage your company benefits, coordinate benefits seminars, handle group and employee enrollments, and be your company's person liason between you and the insurance carriers. No more 1-800 numbers and long wait times! We will services your company and employees to assist in solving your insurance issues.

P L A N   M A N A G E M E N T

We know your day is busy enough without the added work of maintaining employee plans. At Legacy, we have a team of dedicated professionals that are available to take the work, and let’s face it- stress, off your shoulders. Our team handles billing errors, claims corrections, reimbursement requests, new hire enrollments, employee terminations, and so much more.

E N R O L L M E N T   S E M I N A R S

Research shows that face to face enrollment seminars help alleviate the stress and confusion that comes with implementing a new company benefit. Our team of professionals will coordinate with your human resources or benefits administrator to schedule employee seminars. At these seminars, specialists will sit with employees to review coverage details, answer any questions, and assist with the completion of enrollment forms. Sessions are available on a group and/or individual basis, depending on the needs of the employer.

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E M P L O Y E E    E N R O L L M E N T S

Legacy is proud to offer full employee enrollment management. Our specialized benefit coordinators will work with each of your company's employee in order to go over health plan options, answer any questions, and complete the entire enrollment process from start to finish. 

We will handle the enrollments for new hires or any employee (and their dependents) needing to enroll due to any qualifying event.

I N S U R A N C E   I S S U E S   T R O U B S H O O T I N G

Our Legacy team is here to assist your company or employees with any insurance coverage issues. No need to call those pesky 1-800 numbers or putting up with long hold times. We will work directly with the insurance carriers to resolve your issues. From simple tasks such as benefits/coverage inquires to updating personal information or more intricate issues such as prescription and/or medical claims issues, our team is here to help.

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LEGACY FINANCIAL CONSULTING, LLC

3150 SW 38th Avenue, STE 1321

Coral Gables, FL. 33146

 305.910.6877

Fax: 786.418.3225

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