Your Full-Service Benefits Broker

​While we manage your benefit programs along the Risk Spectrum, we provide all the core services you need and expect from your benefits broker.

Core Services

​STRATEGIC PLANNING	​ 180-day Renewal Timeline  Mid-Year Renewal Forecast Demographic Benchmark Analysis Benefit and Contribution Modeling Employee Incentive Based Contribution Modeling Multi-Year Cost Projections
COST CONTROL & ​RISK MANAGEMENT	Alternative Funding Analysis Fee Transparency Analysis Liability Review and Reporting In-House Underwriting Services Strategic Marketplace Bidding Health Improvement Initiates
​COMPLIANCE	​ Access to Live HR/Compliance Risk & Safety Advisors Regulatory and Compliance Alerts Learning Management System with unlimited access to 200+ training classes for Employer & Employees Compliance Audits – Client Specific ERISA Health Plan Checklist Year at Glance – ERISA Planning Calendar Annual Compliance Notices – Employee Packet Webinar Workshops and Trainings: COBRA, FMLA, HIPAA, ERISA, etc. Reporting: CMS and 5500 Filings Health Care Reform SPD and Wrap Document Preparation
EMPLOYEE BASED SERVICES	Eligibility, Benefit and Claim Advocacy Conversion Assistance Multi-Choice Plan Cost Calculators New Hire on Boarding and Benefit Education Licensed Individual and Medicare Specialist Assistance
COMMUNICATION & TECHNOLOGY	Employee Handbook Builder Job Description Builder Targeted Communication Campaigns HR and Employee Benefit Web Portals  Communication Materials- electronic, web-based, print Hosted Employee Meetings and Benefit Health Fairs Smart Phone Communication Tools- Text Applications
STRATEGIC OUTSOURCING PARTNERS	Wellness Programs Online Enrollment Administration Services- COBRA, FMLA, ERISA Consolidated Billing Payroll Services Teledoc- 24/7 Doctor Consult Services Identity Theft Recovery Assistance Interpreter / Translation Services Workers Compensation Claims Management

---

Other Services

Underwriting

​Services provided through Calc NorthWest. ​With more than 28 years in the industry, Calc Northwest is well versed on all aspects of large group insurance management, with an emphasis on educating decision makers regarding their plans, risk and history to make informed decisions rather than reactionary ones. 

Individual Insurance & Medicare

​Services provided through JBJ Insurance. Providing independent individual health insurance solutions, including Medicare, JBJ is a one-stop shop for people to find best combination of insurance carriers, price and benefits, saving them time and money.  

learn more

HRIS Technology

CVI sets itself apart by offering all clients access to BerniePortal, an all-in-one HRIS built to simplify HR and benefits administration. BerniePortal alleviates the burden of traditional HR and benefits administration, allowing thousands of human resources professionals across the nation to spend less time on HR administration and more time building the businesses they love.

learn more

Cascade Valley’s promptness, reliability and thorough understanding of the insurance industry has helped us in managing our self-funded plan, allowing us to focus on our business while they focus on keeping us in compliance and under budget. 
- Valerie O., Controller