{"id":1024,"date":"2025-05-21T15:33:04","date_gmt":"2025-05-21T19:33:04","guid":{"rendered":"https:\/\/elite360.ca\/proposition-elite\/"},"modified":"2025-11-21T13:16:26","modified_gmt":"2025-11-21T18:16:26","slug":"elite-proposal","status":"publish","type":"page","link":"https:\/\/elite360.ca\/en\/elite-proposal\/","title":{"rendered":"Elite proposal"},"content":{"rendered":"\n<div class=\"cdm-block-group is-style-separator has-gris-pale-background-color\"><div class=\"content\">\n<h2 class=\"wp-block-heading has-text-align-center\" x-anim-slidein=\"dir:top,duration:1\">Group Insurance Services<\/h2>\n\n\n\n<p class=\"has-text-align-center is-style-less-wide\" x-anim-slidein=\"dir:top,duration:1\">Elite360 offers tailored, smart solutions for advisors navigating group insurance and benefits. With a structured, step-by-step process, Elite360 ensures efficient planning, implementation, and ongoing support. Their services cover needs assessment, market analysis, plan implementation, customer service, billing, multi-employer group plans and renewal.&nbsp;<\/p>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-file-magnifying-glass has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Review of Current Situation and Needs Assessment<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>Elite360 starts by reviewing the current insurance plan, analyzing usage and costs. They collaborate with the advisor and other stakeholders to define objectives and collect relevant data, such as employee lists, current benefit details, claims history, and information on employees on disability.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-file-contract has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Development of the Statement of Requirements<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>Using all collected data, Elite360 prepares a specifications document for insurers. It outlines coverage, historical costs, and claims, enabling clients to review multiple options and make informed decisions about their insurance plan.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-chart-pie-simple has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Market Analysis<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>Elite360 invites proposals from relevant insurers. Each proposal is analyzed in terms of cost and benefits. They compare plans objectively, thanks to their block of busness exceeding $125 million in annual premiums. Cost breakdowns are provided both monthly and per employee per pay period, including calculations for taxable benefits, provincially and federally.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-user-gear has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Implementation of the Plan<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>After selecting a provider, Elite360 ensures a smooth transition through a structured process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Final confirmation and signing of the plan&nbsp;<\/li>\n\n\n\n<li>Initial admin meeting&nbsp;<\/li>\n\n\n\n<li>Employee communication&nbsp;<\/li>\n\n\n\n<li>Document review and payroll deductions setup&nbsp;<\/li>\n\n\n\n<li>Data submission to insurer&nbsp;<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-user-headset has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Customer Service<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>A dedicated Account Manager supports each advisor with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administrative help&nbsp;<\/li>\n\n\n\n<li>Claims resolution through dedicated insurer reps&nbsp;<\/li>\n\n\n\n<li>Access to plan documents and technical support&nbsp;<\/li>\n\n\n\n<li>Tax support including simulations and payroll tables&nbsp;<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-file-invoice-dollar has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Billing Services<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>Elite360 provides full billing services, especially for multi-employer groups or complex billing setups. They handle custom frequencies, bank withdrawals, and class-specific billing.&nbsp;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col  column-small\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<i class=\"cdm-font-awesome has-or-color size-icon-3 fa-light fa-rotate has-text-align-\"><\/i>\n\n\n\n<h3 class=\"wp-block-heading\">Renewal<\/h3>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-wide\" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<p>Elite360 reviews renewal proposals using a proprietary model to ensure competitiveness. They analyze plan usage (e.g., top medications), prepare a health profile, and create a full report including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Renewal analysis&nbsp;<\/li>\n\n\n\n<li>Statistics and performance reports&nbsp;<\/li>\n\n\n\n<li>Cost summaries (group-wide and per employee)&nbsp;<\/li>\n\n\n\n<li>Performance measurement tools&nbsp;<\/li>\n\n\n\n<li>Bilingual employee communication materials&nbsp;<\/li>\n\n\n\n<li>Quarterly or Semi-annual reports may also be produced to provide early insights and projections.&nbsp;<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-block-group is-style-separator has-blanc-background-color\" x-anim-fadein=\"dir:none,duration:1\"><div class=\"content\">\n<h2 class=\"wp-block-heading has-text-align-center\" x-anim-slidein=\"dir:top,duration:1\">Group Retirement Plans&nbsp;<\/h2>\n\n\n\n<p class=\"has-text-align-center is-style-less-wide\" x-anim-slidein=\"dir:top,duration:1\">Elite360 also provides comprehensive retirement plan solutions. They help businesses comply with provincial laws (e.g., Bill 39 for VRSPs) and design suitable plans based on financial, legal, administrative, and tax goals.&nbsp;<\/p>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col \" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<h3 class=\"wp-block-heading\">Understanding Group Retirement Plan Requirements&nbsp;<\/h3>\n\n\n\n<ul class=\"wp-block-list retraite\">\n<li>Analyze your needs in 4 areas: financial, legal, administrative, and taxation<\/li>\n\n\n\n<li>Choose the most appropriate plan type: Group RRSP, DPSP, SPP, TFSA, or VRSP<\/li>\n\n\n\n<li>Customize plan structure (contributions, eligibility, vesting, withdrawal rules)<\/li>\n\n\n\n<li>Create employer contribution strategies<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col \" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<h3 class=\"wp-block-heading has-text-align-left\">Selecting the Right Retirement Plan Provider (RFP Process)&nbsp;<\/h3>\n\n\n\n<ul class=\"wp-block-list retraite\">\n<li>Review pricing competitiveness<\/li>\n\n\n\n<li>Evaluate provider services (admin, investment options, communication tools)<\/li>\n\n\n\n<li>Draft and send RFP document<\/li>\n\n\n\n<li>Analyze proposals and compare providers&nbsp;<\/li>\n\n\n\n<li>Recommend a provider and review service agreements<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols\"><div class=\"content\">\n<div class=\"cdm-col \" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<h3 class=\"wp-block-heading has-text-align-left\">Ongoing Support and Monitoring&nbsp;<\/h3>\n\n\n\n<p>They periodically reassess fees, support plan administration, and conduct market reviews to ensure continued alignment with business needs.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col \" x-anim-slidein=\"dir:top,duration:1\"><div class=\"inner-col\">\n<h3 class=\"wp-block-heading has-text-align-left\">Implementation and Communication&nbsp;<\/h3>\n\n\n\n<p>Elite360 ensures effective onboarding with admin training, employee information sessions, bilingual materials, and best practices for plan management.&nbsp;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-cols two-cols is-style-separator  has-degrade-background-color\"><div class=\"content\">\n<div class=\"cdm-col  column-wide vertical-align-center\" x-anim-fadein=\"dir:none,duration:1\"><div class=\"inner-col\">\n<h2 class=\"wp-block-heading align-mb-center\" x-anim-fadein=\"dir:none,duration:1\">Become an Elite Member<\/h2>\n<\/div><\/div>\n\n\n\n<div class=\"cdm-col  column-small vertical-align-center\" x-anim-fadein=\"dir:none,duration:1\"><div class=\"inner-col\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-block-buttons-is-layout-flex\" x-anim-fadein=\"dir:none,duration:1\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/elite360.ca\/en\/join-us\/\">Contact us<\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Elite360 offers tailored, smart solutions for advisors navigating group insurance and benefits. With a structured, step-by-step process, Elite360 ensures efficient planning, implementation, and ongoing support. Their services cover needs assessment, market analysis, plan implementation, customer&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1024","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Elite proposal - \u00c9lite Avantage Solution<\/title>\n<meta name=\"description\" content=\"Elite360: customized solutions for our group insurance and retirement plan members. 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