Account Management
You Can Depend on Us to Be There... Every Step of the Way.
At IPS Advisors, you can feel certain that we will take care of all your corporate benefit needs. With over 37 years of combined experience, our Client Service team is committed to providing personal client service and hands-on assistance in all areas of your group benefits needs. A dedicated liaison will be devoted specifically to you, and our team of professionals can also meet your needs in the following ways:
- Provide Compliance Assistance
- Coordinate and Conduct Enrollment Meetings
- Develop and Customize Employee Communication Material
- Perform Claim and Premium Audits
- Assist in filing individual claims for reimbursement
- Track Individual Stop Loss and Aggregate Claim Reimbursements
- Prepare 5500 Reports




