Expertise · Group insurance & annuities
Benefits for employee loyalty
Employers are increasingly seeking innovative solutions to ensure their employees' loyalty. By joining Groupe Financier Signature, you equip yourself with the tools to provide them with the best offer available on the market, allowing you to stand out from your competitors.
01 · We are by your side at every step
- 01A thorough analysis of the current plan structure, coverage and utilization/cost trends over the past three years — working closely with plan administrators (HR, unions).
- 02Development of a specifications document reflecting the client's needs, submitted to insurers, then presentation of options for an informed decision.
- 03Cost analysis (global, then customized by position and payroll), with employer/employee split and taxable benefits (codes 85/235). Tax analysis as needed (QPP, CSST).
- 04Rigorous implementation when changing insurers: plan confirmation, framework-proposal signing, employee enrollment and an information memo.
- 05Data transmission and verification with the insurer, then a final document-handover meeting. Customized deduction tables for autonomous management.
- 06Renewal: renegotiation of administration fees, reserves and credibility, with an experience report and simulation presented to the client.
02 · Simply the best
Simply the best
Access a wholesale sales platform designed for brokers and enjoy exclusive services. By joining our network, you expand your offering and enhance client satisfaction.