Business Details
43 Years
experience
Emergency
services
Employee Benefits Broker in Texas
Planning Services has been providing employee benefit plans to companies since 1983. With over 35 years of industry experience, we specialize in delivering time-tested strategies and services to Texas-based local and national businesses with 2 to 1,000 employees. As an independent brokerage, we partner with trusted carriers like Blue Cross Blue Shield, United Healthcare, Aetna, Guardian, Metlife, and Aflac. Our ACA-certified team offers in-house COBRA administration, 1095 preparation, and is recognized as a BBB Trusted Company. We invest in cutting-edge technology, including the Employee Navigator HRIS System, provided at no cost to clients.Our services include compliance management, rate negotiation, enrollment support, and 24/7 claims assistance. We prioritize client satisfaction through personalized solutions, proven expertise, and a commitment to reducing administrative burdens. Our teams deep understanding of regulatory complexities ensures clients remain compliant while optimizing their benefits programs. With decades of experience and a focus on innovation, we aim to be a reliable partner in managing employee benefits.
Services
Employee Benefit Brokerage
Compliance Management
HRIS System Integration
Rate Negotiation
In-Person Support
Details
- Year established: 1983
Highlights and features
- We have over 35 years of experience in employee benefits.
- Our team is ACA certified and BBB accredited.
- We provide free access to the Employee Navigator HRIS System.
- We offer 24/7 support for claims and enrollment issues.
- We negotiate competitive rates with top-rated carriers.
Associations and certifications
- ACA Certified
- BBB Trusted Company
What people say
High level of expertise
Consistently better rates
Superb customer service
24/7 support
Personalized solutions
Services
Employee Benefit Brokerage
We provide comprehensive employee benefit solutions, including plan selection, enrollment, and administration. Our services help businesses reduce administrative burdens while ensuring access to competitive rates and top-rated carriers. Clients receive personalized support for compliance and claims resolution.
Compliance Management
Our compliance services include in-house COBRA administration, 1095 reporting, and Medicare D notifications. We ensure businesses stay up-to-date with evolving regulations, minimizing legal risks. Clients benefit from streamlined processes and expert guidance to maintain compliance effortlessly.
HRIS System Integration
We offer free access to the Employee Navigator HRIS System, enabling online enrollment, payroll integration, and document management. This technology simplifies new hire onboarding, PTO tracking, and HR reporting. Clients save time with automated processes and centralized benefits administration.
Rate Negotiation
As an independent broker, we negotiate competitive rates with top carriers like Blue Cross Blue Shield and United Healthcare. Our expertise ensures businesses secure plans that align with their budget and employee needs. Clients benefit from transparent pricing and tailored solutions.
In-Person Support
We provide quarterly on-site visits to address benefits and claims questions. Employees receive immediate resolution for billing issues and claims disputes. This hands-on approach ensures personalized support and fosters trust between clients and our team.
Questions
What services does Planning Services offer?
We specialize in employee benefit brokerage, compliance management, HRIS system integration, rate negotiation, and in-person support for Texas-based businesses.
Are you ACA certified?
Yes, we are ACA certified and provide compliance services including COBRA administration and 1095 reporting.
Do you offer 24/7 support?
Yes, our team is available 24/7 to assist with claims, enrollment, and carrier communication.
What carriers do you work with?
We partner with top-rated carriers like Blue Cross Blue Shield, United Healthcare, Aetna, Guardian, Metlife, and Aflac.
How do you help with compliance?
We handle COBRA administration, 1095 reporting, Medicare D notifications, and updates on regulatory changes to ensure compliance.
