Kathy Workman

Kathy Workman

Health Insurance

I am an Insurance Ninja creating out of the box, affordable solutions for small/large groups, Solopreneurs, 1099 contractors, and individuals. I love to educate on healthcare consumerism and save people $! One client saved $40k over a five-year period.

Member

BeneTrend Partners

BeneTrend Partners

770-719-1717

312 Crosstown Dr
Number 184
Peachtree City, GA 30269

Website

In my 20+ years of working with health insurance I've discovered that the best solutions are often custom requiring out of the box thinking. I take a personal approach with clients to find the most affordable, effective and sustainable employee package.

Company

InfoMinute Seminar 11/20/2023
Orientation Essentials 11/20/2023
GateOpener Workshop 07/17/2023
InfoMinute Seminar 07/17/2023

Development

Peachtree City Team

Introduced by:

Joined on 06/09/2023

Team

Rate sheets and audits always seem to surprise my clients and they are so important!  

 Once final decisions are made by the client on benefit offerings, I create a rate sheet.  This tool will have all benefit monthly premiums and employer contributions and the employer has to sign off and approve the rate sheet.   This avoids deduction and billing discrepancies for the plan year. 

 Then, a month after open enrollment I audit all carrier invoices and employee elections for each client.   I need to make sure rates are correct, employees are covered in the benefits they elected, paycheck deductions are correct, dependents are covered, life insurance, FSA, HSA etc amounts are correct and I audit from all angles.   From invoice to enrollment system and enrollment system to applications.  If any discrepancies I correct with carrier, make client aware and track the credits/adjusts that are due.

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