CONTACT US
CONTACT US
Thank you for your interest in the Self-Insured Medical Reimbursement Plan (SIMRP).
Whether you are beginning your evaluation, conducting due diligence, or simply gathering information, we welcome the opportunity to answer your questions and help you determine whether the program may be appropriate for your organization.
There is no obligation and no pressure.
Our objective is to provide information, answer questions, and help organizations make informed decisions.
REQUEST A PRELIMINARY ANALYSIS
- A preliminary review is designed to help determine whether SIMRP may be a good fit for your organization.
- The review process is intended to be straightforward, confidential, and respectful of organizational privacy.
- In most cases, preliminary evaluations do not require employee names or Social Security numbers.
- Employees may be identified by employee number or internal designation without exposing unnecessary employee personal or employment information.
- The purpose of the review is to determine whether a more detailed analysis may be beneficial.
INFORMATION COMMONLY REQUESTED
Depending upon the organization, a preliminary review may include:
- Number of eligible W-2 employees
- Workforce demographics
- Payroll information
- Employee classification information
- Current benefit structure information
- General organizational information
Each review is conducted individually based upon the circumstances of the organization.
QUESTIONS WE ARE FREQUENTLY ASKED
Can we keep our existing insurance coverage?
Yes. SIMRP is designed to complement existing benefit programs and is not intended to replace major medical insurance coverage.
Will this affect our current broker relationship?
No. SIMRP is designed to operate alongside existing insurance and benefit relationships.
Do we need employee names or Social Security numbers for a preliminary review?
Generally, no. Preliminary reviews can typically be conducted without exposing unnecessary employee personal or employment information.
How long does the review process take?
Timeframes vary based upon organizational size and complexity, but the initial review process is generally straightforward.
Can our CPA, attorney, or advisor participate in the review?
Absolutely. We encourage organizations to involve their professional advisors whenever appropriate.
NEXT STEPS
If you would like additional information, a preliminary review, or answers to specific questions, we invite you to contact us.
Our team will be happy to discuss your organization’s objectives, answer questions, and help determine whether SIMRP may be appropriate for your workforce.
OUR COMMITMENT
We believe organizations make better decisions when they have access to accurate information, clear explanations, and professional guidance.
Whether SIMRP is ultimately the right fit for your organization or not, we appreciate the opportunity to be part of the conversation and assist in your evaluation process.