Upon clicking “Submit Strategic Request,” you will be automatically routed to our secure Stripe payment gateway to process your flat-rate engagement fee. Once your card or P-Card transaction is authorized, you will be instantly redirected to our restricted Assessment Onboarding portal. This portal contains your precise upload gateway to transmit your files.

We do not simply email a raw file and close the ticket. Your engagement includes a formal Report of Findings (ROF) and a Logistical Implementation Roadmap. Once your analysis is complete, you will receive an automated link to schedule a 45-minute virtual Executive Briefing. During this briefing, we will share our screen, formally present our findings, highlight uncovered fiscal leaks, and review your customized optimization roadmap. The formal 10–15 page document will be securely transmitted to your organization immediately following the briefing.

Yes. To protect our firm’s active operational capacity and guarantee timely delivery, all required documentation must be successfully uploaded within 30 calendar days of your payment.

* Timeline Adjustment: Our standard 14–21 day report delivery window commences only after all requested files are received. Any delay in transmitting your data will result in a direct, day-for-day delay in project completion.

• Forfeiture & Cancellation Policy: If an organization fails to provide the necessary data within the mandatory 30-day window, the project will be automatically canceled for non-performance. Due to unrecoverable calendar allocations and technical resource overhead, the initial payment will be completely forfeited.

The required file profile is dynamically determined by your entity type (Corporate, Non-Profit, or Government Agency) and your total employee group size. This ensures you only compile documentation legally applicable to your framework.

NOTE: This is a structural overview checklist; specialized data logs may be requested depending on plan complexity and underwriting structures.

1. The Master Personnel & Benefits Census (Mandatory Baseline)

• Mandatory Technical Format: Microsoft Excel (.XLSX) or Comma-Separated Values (.CSV). Scanned images, handwriting, or text-document formats (.PDF, .DOCX) are strictly rejected to ensure error-free data ingestion.
• Personnel Identifiers: Employee ID (EE ID), Member ID (Mem ID), Last Name, First Initial, Member Type (FT, PT, Contractor, Freelance), and Member Salary Type (hourly, salary, project-based).
• Demographic Risk Markers: Gender, Date of Birth (DOB), Age, State, and Zip Code.
• Current Plan Parameters: Coverage Status, Medicare Status, Tobacco Status, and Name of Current Plan for Medical, Dental, Vision, and Group Life.

2. Secondary Documentation Parameters (Applied by Entity and Size Layout)

• Mandatory Technical Format for all compliance and informational records: Clear Adobe PDF (.PDF).
• Groups with 20+ Personnel: State or Federal COBRA election logs and contribution metrics. [Format: .PDF]
• Groups with 50+ Personnel (All Sectors): Most recent IRS Form 1094-C and 1095-C annual schedules to verify Affordable Care Act (ACA) employer compliance. [Format: .PDF]
• Corporate & Non-Profit Entities with 100+ Personnel: Most recent Federal ERISA Form 5500 filings and associated financial schedules, along with ERISA 408(b)(2) retirement fee disclosures. [Format: .PDF] (Public Government Agencies are strictly exempt from this parameter).
• Workforce Compliance Track (All Entities): Summary of Benefits and Coverage (SBCs), current carrier premium rate sheets, employer/employee premium contribution formulas, and Summary Plan Descriptions (SPDs). [Format: .PDF]
• Payroll Optimization Registers (All Entities): Current Year-to-Date (YTD) payroll benefit deduction registers and de-identified payroll tax logs. [Format: .XLSX or system-generated data .PDF export]
• Fiscal Logistics Track (All Entities): 12 months of consecutive carrier premium billing statements, retirement plan asset/fund allocations, and CAA Section 202 Broker/Consultant Compensation Disclosures. [Format: .PDF]
• Institutional Continuity Track (Private Corporations Only): Active corporate buy-sell agreements, corporate operating agreements/bylaws, independent business valuation reports, active key-person life or disability policy declarations, and current in-force permanent ledger illustrations including documented beneficiary allocations. [Format: .PDF]
• Institutional Continuity Track (Government & Non-Profits Only): Formal Executive Succession Plans, organizational dependency charts, and active Continuity of Operations Plans (COOP). [Format: .PDF]

NOTE: You will have access to a more comprehensive document to assist with providing the proper documentation as part of the onboarding process.

No. To eliminate administrative friction and accommodate rapid procurement under standard Micro-Purchase Thresholds, our Statement of Work (SOW), standard consulting terms, and the 30-day document forfeiture policy are embedded directly within the digital check-out process. This enables agency heads and corporate executives to fast-track the diagnostic without introducing multi-week legal or committee review delays.

We apply the highest standards of data logistics and security. All data transmissions are protected by enterprise-grade, bank-compliant AES-256 encryption at rest and secure TLS protocols in transit. Furthermore, to maintain absolute compliance, we mandate that sensitive identifier data (such as Social Security Numbers and home addresses) be completely purged from all records prior to transmission. We audit your roles, plan designs, documentation, metrics, etc.

To maintain strict data integrity, operational precision, and a clear audit trail, all standard project communication is managed exclusively via professional email. This allows our advisory team to stay locked in “analytical mode” and ensures all data clarifications, structural updates, and project confirmations are formally documented. Delay in responding to any requests will delay project completion. We appreciate you being as prompt as possible, and we will do the same.