New Group Applications

Find all of our new client applications in one place! Our applications are fillable PDFs.


First impression is always critical! 

Each work site situation is unique and so the key is to design a plan to achieve your specific goals. We view our role as more than just a Third Party Administrator, but as a portal of reliable information and education. We’ll meet with any size organization and come up with a plan that’s best for them. We’ll meet with the employees during the initial enrollment meeting as well as conduct follow-up meetings whenever called upon.

HRA Application

Complete our Health Reimbursement Arrangement application by clicking here

HSA Application

Complete our Health Savings Account new client application here.

Commuter Application

Complete our Commuter new client application here

Premium Only Plan Application

Complete our Section 125 Premium Only Plan new client application here.

FSA Application

Complete our Flexible Spending Account new client application here

COBRA Application

Complete our COBRA/Retiree Billing new client application here

ERISA Compliance Application

Complete our ERISA Compliance new client evaluation form here.

QSEHRA Application

Complete our Qualified Small Employer HRA new client application here.

Eligibility Connections

We can work with any outside payroll and/or benefit admin system to capture employee eligibility or claim files.