What we do

Experts in Employee Benefits
We offer different platform options.

Design

  • We will build an employee benefit solution that will be custom tailored to meet an employer’s needs.
  • We will market your needs to all the appropriate carriers to get the most competative quote available.

    • Execute/ Implement

  • Build enrollment and benefits platform. We will meet with your group to discuss options and set the groundwork to build your plan.
  • Enroll group employees into the plan selected by employer.

    • Liaison

    We will act as an intermediary between the group and the different vendors

    Educate

  • We will typically sit with each of your employees and explain the benefits available to them one on one.
  • Listen to your employees needs and help them properly select the benefits they need.

    • Assist

    We will assist both the employer and employees with any carrier related questions or service concerns.

    Evaluate / Monitor

    Assist group with any customer service issues, review the monthly bill with the group, review claims data as needed.

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    Insurance sales conducted through GEF Insurance are separate and apart from Bolton Global Capital and/or Bolton Global Asset Management.