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Renewal Strategy

A Complete Benefits Lifecycle Solution

One modern platform to manage your benefits—from documents and billing to benchmarking and
issue resolution—supported by a dedicated team that acts as an extension of your business.

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How You Benefit

Balance cost, quality, and communication with a solution designed to support both your payroll operations and your people. We replace the traditional middleman model with a proactive partnership that delivers clarity, accountability, and expert guidance at every stage of your benefits lifecycle.

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All Your Benefits in One Place

Centralize every important document—from inboxes, shared drives, and paper files—into one secure, searchable hub.
  • Legal and compliance documentation, including SPDs
  • Insurance applications and carrier contracts
  • Digital benefit guides created by Lumity
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A Transparent Digital Paper Trail

Track questions, issues, and requests from start to finish. Collaborate directly with carriers and your dedicated account manager to ensure every item is documented and resolved.
  • Issue tracking and status updates
  • Carrier and partner collaboration
  • Dedicated account management
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Know Where You Stand on Cost and Coverage

Compare your benefits program against thousands of similar employers to build smarter renewal strategies.
  • Employee feedback surveys for coverage and satisfaction insights
  • Benchmarked cost curves by company size and industry
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Simplified Billing Across All Carriers

View digitized carrier invoices side by side—including current and retroactive charges—so your finance team always has a clear, real■time picture of monthly benefits spend.

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Technology Integrations

Our platform connects seamlessly with your existing HR and people systems, supporting your growth from 50 to 500 to 5,000+ employees without disruption.