Plans and Pricing

AEGIS STANDARD
Best for companies with 20-50 Employees. Gain an edge and shed a new light on your Benefits Program
Starts at
$2 PEPM
$1.50 PEPM Billed Annually
HR Technology
✔ Payroll & HRIS Evaluation Consulting Services
✔ Aegis HR Portal
✔ Benefits Administration Buildout
✔ Benefits Administration Integrations (Carrier/TPA, Payroll, Cobra)
✔ Benefit Administration Servicing
Compliance Services
✔ Aegis Compliance Newsletter Subscription
✔ Annual Wrap SPD Servicing
✔ Annual Section 125 Servicing
✔ ACA Filing Tool
Insurance Servicing
✔ Payroll & Medical Insurance Evaluation & Marketing
✔ Ancillary Evaluation & Marketing
Enrollment Services
✔ Payroll & OE Benefits & Disclosures Booklet
✔ Customized OE Communication Fliers
✔ Customized OE Hosting – Ben Admin

AEGIS ADVANCED
Best for companies with 50-100 Employees. Includes Aegis Standard plus additional tools and services.
Starts at
$5 PEPM
$3.50 PEPM Billed Annually
HR Technology
All services included in Aegis Standard
PLUS
✔ Employee Connectivity App
Compliance Services
All services included in Aegis Standard
PLUS
✔ Form 5500 Filing Tool
Insurance Servicing
All services included in Aegis Standard
PLUS
✔ Post Open Enrollment Audit
Enrollment Services
All services included in Aegis Standard
PLUS
✔ Customized OE Communications Campaign
✔ HR & Admin Eligibility & Info Booklet
✔ Post OE Carrier SBC & Plan Member Booklet

AEGIS COMPLETE
Best for Companies with 100+ Employees. Welcome to a New Era of HR & Benefits with our Aegis Complete support package.
Starts at
$7 PEPM
$5.00 PEPM Billed Annually
HR Technology
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ Auditing Platform
Compliance Services
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ ACA Filing Service
✔ Form 5500 Filing Services
Insurance Servicing
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ Post Open Enrollment Audit
✔ Monthly Invoice & Enrollment Audits
Enrollment Services
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ Customized Enrollment Education Video
✔ Customized Virtual Enrollment Scheduling
✔ 1 on 1 Employee Enrollment with Benefit Coach

AEGIS STANDARD
Best for companies with 20-50 Employees. Gain an edge and shed a new light on your Benefits Program
Starts at
$2 PEPM
$1.50 PEPM Billed Annually
HR Technology
✔ Payroll & HRIS Evaluation Consulting Services
✔ Aegis HR Portal
✔ Benefits Administration Buildout
✔ Benefits Administration Integrations (Carrier/TPA, Payroll, Cobra)
✔ Benefit Administration Servicing
Compliance Services
✔ Aegis Compliance Newsletter Subscription
✔ Annual Wrap SPD Servicing
✔ Annual Section 125 Servicing
✔ ACA Filing Tool
Insurance Servicing
✔ Payroll & Medical Insurance Evaluation & Marketing
✔ Ancillary Evaluation & Marketing
Enrollment Services
✔ Payroll & OE Benefits & Disclosures Booklet
✔ Customized OE Communication Fliers
✔ Customized OE Hosting – Ben Admin

AEGIS ADVANCED
Best for companies with 50-100 Employees. Includes Aegis Standard plus additional tools and services.
Starts at
$5 PEPM
$3.50 PEPM Billed Annually
HR Technology
All services included in Aegis Standard
PLUS
✔ Employee Connectivity App
Compliance Services
All services included in Aegis Standard
PLUS
✔ Form 5500 Filing Tool
Insurance Servicing
All services included in Aegis Standard
PLUS
✔ Post Open Enrollment Audit
Enrollment Services
All services included in Aegis Standard
PLUS
✔ Customized OE Communications Campaign
✔ HR & Admin Eligibility & Info Booklet
✔ Post OE Carrier SBC & Plan Member Booklet

AEGIS COMPLETE
Best for Companies with 100+ Employees. Welcome to a New Era of HR & Benefits with our Aegis Complete support package.
Starts at
$7 PEPM
$5.00 PEPM Billed Annually
HR Technology
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ Auditing Platform
Compliance Services
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ ACA Filing Service
✔ Form 5500 Filing Services
Insurance Servicing
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ Post Open Enrollment Audit
✔ Monthly Invoice & Enrollment Audits
Enrollment Services
All services included in Aegis Standard and Aegis Advanced
PLUS
✔ Customized Enrollment Education Video
✔ Customized Virtual Enrollment Scheduling
✔ 1 on 1 Employee Enrollment with Benefit Coach
Optional Additions
• 24/7 Tele-Health ($0 Urgent Care, $19 Primary Care)
• Corporate Wellness App
• Healthcare Advocacy & Navigation
• Pharmacy Cost Containment Program (Self-Funded Only)
• Surgery Cost Containment Program (Self-Funded Only)
• Benefit Guide (Mail Delivery)
Features
HR Technology
HR Technology
Evaluation of current Recruiting, Hiring & Onboarding, Payroll, Time & Attendance, PTO Tracking & Benefits Administration processes with recommendations, guidance and vendor introductions for our HR Technology & Benefit Experts
Aegis HR Portal
The Aegis HR Portal provides your team with an array of wizard driven recruiting, retention and compliance tools, an HR Hotline, a Document Center, and so much more! The best part is everything that’s produced in the portal can be branded back to your company by simply uploading your logo & color scheme.
Benefits Administration Buildout (Required)
Our technology team develops customized Benefits Administration System tailored to your company. No matter how complex your organizational structure is, we have you covered! We specialize in complex builds for companies with multiple benefit plans, class structures, business units, eligibility rules and office locations.
Benefits Administration Integrations (Carrier /TPA, Payroll, Cobra)
After the build of your Benefits System is complete, our Tech Team will integrate your system with your Carriers, TPA’s, COBRA Provider, and Payroll / HRIS System. Integrations eliminate Human Errors and Duel Entry of Information, making your job exponentially easier and more efficient.
Benefit Administration Servicing
We give you instant, annual access to one of our dedicated Account Executives to assist you or new members of your HR team in your Benefits Administration Systems. Just let us know what you’re needing and we’ll have a virtual meeting set up within 5 minutes to address your questions.
Employee Connectivity App
Our Employee App is a game changer. The App is branded to your company and serves as your company’s employee eco-system, housing all resources available to employees including login portals for Payroll, Benefit Plans, Tele-Health Services and so much more. The App also serves as a mass communication platform for surveying & texting employees.
Auditing Platform
Access to our auditing platform allows your HR team to perform massive audits, with extreme accuracy, in the matter of minutes. Whether you wish to conduct an enrollment, payroll or invoice audits, our platform has you covered.
Compliance Services
Aegis Compliance Newsletter Subscription
Being an Aegis Client means that you will always be up to speed with your company’s compliance responsibilities, the compliance emails you will receive are tailored specifically to your company’s benefits, renewal date, and filing deadlines.
Annual Wrap SPD Servicing
Does your company have a “Wrap Summary Plan Description” Document in place? Did you know this is required and there’s a penalty for non-compliance? We have you covered.
Annual Section 125 Servicing
Do you payroll deduct employee benefit contributions on a pre-tax basis? Did you know a formalized, Section 125 “Premium Conversion Plan” Document in place to do so? Avoid the penalty and let us help!
ACA Filing Tool
All of our clients get access to both of our ACA filing tools, allowing your company to expedite the process and file as you wish!
ACA Filing Service
We take the ACA filing process off your hands, all you have to do is confirm the data and we will produce and submit your company’s 1094 & 1095’s on your behalf!
Form 5500 Filing Tool
Our Form 5500 filing dashboard takes the confusion out of the annual filing process with the DOL, ensuring your 5500 filings are accurate and submitted on time!
Form 5500 Filing Service
Don’t have time to worry about Form 5500 filings? We don’t blame you! Our 5500 services take the Schedule A collection & 5500 filing process off your plate.
Insurance Servicing
Medical Insurance Evaluation & Marketing
At our core, Aegis is an Employee Benefits Insurance Brokerage that specializes in maximizing the financial protection of our company partners and their employee’s. On average, our Expert Benefit Brokers help clients save over 20% on Medical Insurance Premiums while reducing their employees financial exposure by over 50%. Just ask our clients!
Ancillary Evaluation & Marketing
Our Benefits Brokers work hand in hand with your company’s leadership team to ensure your Ancillary Benefits Program is competitive within your industry, premium dollars are maximized, and employees are provided with the protections they deserve.
Post Open Enrollment Audit
Don’t put the fate of your employees financial wellbeing in your carrier’s hands, carriers misprocess enrollment elections 90% of the time! After Open Enrollment concludes and elections are processed at the carrier level, we will request an “All-Register” from your carriers and complete and audit of every coverage line.
Monthly Invoice & Enrollment Audits
There’s too much room for enrollment and billing errors in a 12 months time frame. Our monthly auditing service ensures your employees protected and your company is paying the correct premium amount, every month!
Enrollment Services
OE Benefits & Disclosures Booklet
Benefits education at the time of enrollment is one of the biggest hurdles companies face during open enrollment. Our Enrollment Guides breakdown coverages and important information so employees can make educated elections for themselves and their family.
Post OE Carrier SBC & Plan Member Info Booklet
Benefits education shouldn’t stop at the time of enrollment, our post enrollment guides gives employees valuable tips and tricks on properly utilizing their coverages, in an organized and digestible booklet!
HR & Admin Eligibility & Information Booklet
As an HR Professional, you’re involved in nearly every component of your company’s benefits program, which isn’t a task for the faint of heart. Our HR Guide gives you all the answers, from eligibility management to quickly answering employee questions, we make it easy!
Customized OE Communication Fliers
This communication flier lays out your company’s Open Enrollment dates, processes, and important trouble shooting contacts.
Customized OE Hosting – Benefits Admin System
Prepping benefits technology to host an Open Enrollment can be a daunting task. Our Tech Team takes this off your plate to ensure your company has a smooth Enrollment Experience every year!
Customized OE Communication Campaigns – Email & Text
Communicating Open Enrollment dates and processes isn’t as easy as it sounds, especially if your organization is spread across multiple locations or even states. We take this task off your plate and hand you over amplible communication resources, tailored and branded to your company.
Customized Enrollment Eduction Video – Benefits Breakdown
Don’t let confusion take away from the great benefits you provide employees. Our benefits video’s break down coverages and proper utilization techniques, greatly enhancing employee appreciation and confidence with your benefits program and company as a whole!
Customized Virtual Enrollment Meeting Scheduling Platform
WOW employees with a customized scheduling platform branded back to your company. This gives employees a convenient portal to schedule a time for their 1 on 1 benefit coach meeting.
1 on 1 Employee Enrollment Meeting with Benefit Coaches
From our experiance, 1 on 1 meetings are the only way to ensure every employee within your organization is properly educated on the benefits you provide. Our coaches make sure your employees understand the coverages offered, giving them the knowledge to properly protect themselves and their family.
Features
HR TECHNOLOGY
HR Technology: Evaluation of current Recruiting, Hiring & Onboarding, Payroll, Time & Attendance, PTO Tracking & Benefits Administration processes with recommendations, guidance and vendor introductions for our HR Technology & Benefit Experts
Aegis HR Portal: The Aegis HR Portal provides your team with an array of wizard driven recruiting, retention and compliance tools, an HR Hotline, a Document Center, and so much more! The best part is everything that’s produced in the portal can be branded back to your company by simply uploading your logo & color scheme.
Benefits Administration Buildout (Required): Our technology team develops customized Benefits Administration System tailored to your company. No matter how complex your organizational structure is, we have you covered! We specialize in complex builds for companies with multiple benefit plans, class structures, business units, eligibility rules and office locations.
Benefits Administration Integrations (Carrier /TPA, Payroll, Cobra): After the build of your Benefits System is complete, our Tech Team will integrate your system with your Carriers, TPA’s, COBRA Provider, and Payroll / HRIS System. Integrations eliminate Human Errors and Duel Entry of Information, making your job exponentially easier and more efficient.
Benefit Administration Servicing: We give you instant, annual access to one of our dedicated Account Executives to assist you or new members of your HR team in your Benefits Administration Systems. Just let us know what you’re needing and we’ll have a virtual meeting set up within 5 minutes to address your questions.
Employee Connectivity App: Our Employee App is a game changer. The App is branded to your company and serves as your company’s employee eco-system, housing all resources available to employees including login portals for Payroll, Benefit Plans, Tele-Health Services and so much more. The App also serves as a mass communication platform for surveying & texting employees.
Auditing Platform: Access to our auditing platform allows your HR team to perform massive audits, with extreme accuracy, in the matter of minutes. Whether you wish to conduct an enrollment, payroll or invoice audits, our platform has you covered.
COMPLIANCE SERVICES
Aegis Compliance Newsletter Subscription: Being an Aegis Client means that you will always be up to speed with your company’s compliance responsibilities, the compliance emails you will receive are tailored specifically to your company’s benefits, renewal date, and filing deadlines.
Annual Wrap SPD Servicing: Does your company have a “Wrap Summary Plan Description” Document in place? Did you know this is required and there’s a penalty for non-compliance? We have you covered.
Annual Section 125 Servicing: Do you payroll deduct employee benefit contributions on a pre-tax basis? Did you know a formalized, Section 125 “Premium Conversion Plan” Document in place to do so? Avoid the penalty and let us help!
ACA Filing Tool: All of our clients get access to both of our ACA filing tools, allowing your company to expedite the process and file as you wish!
ACA Filing Service: We take the ACA filing process off your hands, all you have to do is confirm the data and we will produce and submit your company’s 1094 & 1095’s on your behalf!
Form 5500 Filing Tool: Our Form 5500 filing dashboard takes the confusion out of the annual filing process with the DOL, ensuring your 5500 filings are accurate and submitted on time!
Form 5500 Filing Service: Don’t have time to worry about Form 5500 filings? We don’t blame you! Our 5500 services take the Schedule A collection & 5500 filing process off your plate.
INSURANCE SERVICING
Ancillary Evaluation & Marketing: Our Benefits Brokers work hand in hand with your company’s leadership team to ensure your Ancillary Benefits Program is competitive within your industry, premium dollars are maximized, and employees are provided with the protections they deserve.
Post Open Enrollment Audit: Don’t put the fate of your employees financial wellbeing in your carrier’s hands, carriers misprocess enrollment elections 90% of the time! After Open Enrollment concludes and elections are processed at the carrier level, we will request an “All-Register” from your carriers and complete and audit of every coverage line.
Monthly Invoice & Enrollment Audits: There’s too much room for enrollment and billing errors in a 12 months time frame. Our monthly auditing service ensures your employees protected and your company is paying the correct premium amount, every month!
ENROLLMENT SERVICES
Post OE Carrier SBC & Plan Member Info Booklet: Benefits education shouldn’t stop at the time of enrollment, our post enrollment guides gives employees valuable tips and tricks on properly utilizing their coverages, in an organized and digestible booklet!
HR & Admin Eligibility & Information Booklet: As an HR Professional, you’re involved in nearly every component of your company’s benefits program, which isn’t a task for the faint of heart. Our HR Guide gives you all the answers, from eligibility management to quickly answering employee questions, we make it easy!
Customized OE Communication Fliers: This communication flier lays out your company’s Open Enrollment dates, processes, and important trouble shooting contacts.
Customized OE Hosting – Benefits Admin System: Prepping benefits technology to host an Open Enrollment can be a daunting task. Our Tech Team takes this off your plate to ensure your company has a smooth Enrollment Experience every year!
Customized OE Communication Campaigns – Email & Text: Communicating Open Enrollment dates and processes isn’t as easy as it sounds, especially if your organization is spread across multiple locations or even states. We take this task off your plate and hand you over amplible communication resources, tailored and branded to your company.
Customized Enrollment Eduction Video – Benefits Breakdown: Don’t let confusion take away from the great benefits you provide employees. Our benefits video’s break down coverages and proper utilization techniques, greatly enhancing employee appreciation and confidence with your benefits program and company as a whole!
Customized Virtual Enrollment Meeting Scheduling Platform: WOW employees with a customized scheduling platform branded back to your company. This gives employees a convenient portal to schedule a time for their 1 on 1 benefit coach meeting.
1 on 1 Employee Enrollment Meeting with Benefit Coaches: From our experiance, 1 on 1 meetings are the only way to ensure every employee within your organization is properly educated on the benefits you provide. Our coaches make sure your employees understand the coverages offered, giving them the knowledge to properly protect themselves and their family.