Navigate the ever-changing complexity

of today’s healthcare solutions

Join CanopyNation


Develop a plan.

Identify critical areas and recommended
actions. This review would include:

  • All Current Policies
  • Legislative Compliance
  • Renewal Services
  • Wellness
  • Enrollment
  • Human Resources
  • Employee Communication


Conduct a comprehensive
review of all products including:

  • Medical
  • Life
  • Dental
  • Long Term Disability
  • Short Term Disability
  • Vision
  • Flex Spending
  • Gap

Our review can consider continuation, alteration or termination of plans according to whether they could continue to bring value to your company, your employees and their families.

Tools would include:

  • Employee Questionnaires and Surveys
  • Plan Design Modeling Tool
  • Benchmark Reports for Comparisons
  • Claims Analysis and Review

Renewal services for open enrollment

  • Complete

    Open enrollment support and administration using Employee Navigator

  • Conduct

    Employee meetings

  • Produce

    Comprehensive employee communication guide

  • Provide

    Instant employee confirmation statements including product selection and payroll deduction amounts

  • Enroll

    Communication campaign

  • Collect

    Review and submission of enrollment materials to carriers

Renewal services

  • Conduct a complete underwriting review of the renewal for accuracy or rates, claims, eligibility and plan specifications.
  • Complete a claims analysis to identify and isolate problematic areas including cost comparison of specific procedures against local and national benchmarks.
  • Plan design modeling
  • Mid year renewal review for budgeting and cost controls
  • Carrier review and evaluation

Open Enrollment

  • Complete Open Enrollment Support and Administration Using Employee Navigator
  • Conduct Employee Meetings
  • Produce Comprehensive Employee Communication Guide
  • Provide Instant Employee Confirmation Statements Including Product Selection and Payroll Deduction Amounts
  • Enrollment Communication Campaign
  • Collection, Review and Submission of Enrollment Materials to Carriers
New Hire Administration/Termination Support
  • Complete New Hire Enrollment Administration
  • Timely Terminations with All Carriers for Billing Accuracy

Employee Communication

Open Enrollment
  • Open Enrollment Campaign (Videos and Posters, etc.)
  • Employee Navigator Introduction and User Guide Meetings
  • Provides Secure Repository of All Employee Records and Elections
  • Benefit Education Meetings Prior to Enrollment
  • Instant Open Enrollment Confirmation Statements
On Going
  • Employee Newsletters
  • Benefit Education Meetings Throughout Year
  • Total Compensation Statements

Legislative Compliance

  • Health Care Reform
  • Weekly Legislative Updates from Zywave, the Leading Brokerage Co-Op in the Nation
  • Section 6055 and 6056 Reporting
  • Cadillac Tax Calculator
  • Creation and Distribution of Required Employee Reporting
  • Summary Plan Description Review
  • COBRA Administration Review
  • HIPAA Compliance Review
  • Section 125 Review, Education and Enrollment
  • Medicare Part D Letters

Developing and Implementing a Wellness Plan

Year 1
  • Identify Internal Champion
  • Build and Develop Wellness Team (All Departments Represented)
  • Budget for and Conduct Biometric Screenings
  • Conduct One Wellness Challenge
Year 2
  • Biometric Screenings
  • Conduct Quarterly Challenges
  • Develop Incentive Budget and Rewards
Year 3
  • Repeat Year 2
  • Implementation of Cost Differential on Health Plan

Blue Cross Blue Shield

United Healthcare






Met Life

Sun Life Financial

Dearborn National


Call us today at (901) 805-2860

Peace of mind. That’s what you get when you join CanopyNation. As part of CanopyNation, you’ll know that your benefit plan is taken care of – the pricing, the plan, the service. You have enough on your plate already, so delegate your benefits to us.