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 Annual Plan Review 

McSweeny Insurance believes in having you, our clients prepared. Together, we can evaluate your plan on an annual or semi-annual basis and identify possible rate changes in forthcoming renewals. This process provides a major opportunity for costs analysis, benefits-design changes, and education for your employees.

We will create a renewal timeline to ensure a proactive, timely delivery of your renewal options identifying possible plan changes and enhancements, and utilize our in-depth knowledge of the employee benefits marketplace and products to negotiate the best programs and pricing to meet your needs.

We will provide a detailed analysis of current plans and comparable plans, propose optional carrier products, and provide a detailed summary of activities related to the servicing of your account throughout the year

 

    McSweeny Insurance & Financial Services
    P.O. Box 100
    Seal Beach, CA 90740
    Office: (626) 914-2383
    Fax: (626) 914-7847
    Email: kmcgoldrick@mcsweenyins.net