Group Services
DK Financial Canada leverages your available financial resources to obtain cost-effective coverage tailored to meet your business objectives. Our strength is in our boutique size. We concentrate on providing personalized service to each of our clients through our long-established relationships within the insurance industry.
Our 4 Steps Strategy
For Your Employee Benefit Plan
Step 1: Discovery
Preliminary Analysis
Through a set of discovery meeting and initial data points, The dedicated team will begins to understand your corporate benefit philosophy, future goals, potential risks, and ongoing partnership requirements.
Provide Insight
After a series of program audits and fact-finding initiatives, our dedicated team creates a customized strategic plan for your company.
Discuss Course of Action
Our dedicated team maps out a course of action, including anticipated timelines for deliverables ensuring accountability. Your customized plans based on your priorities, immediate risks, and corporate vision.
Step 2: Marketing
Gathering Information
Accuracy in data and proper analysis are key in building your company’s marketing proposal. The package is professionally distributed to prospective insurance partners putting your company in the best possible light.
Market and Negotiate
Our dedicated team will approaches insurance carriers, negotiating diligently on your behalf.
Internal Analysis
We review market results, available funding arrangements, non-evidence limits and plan design options through evaluation to proactively identify gaps that maybe present.
Step 3: Present
Present Findings
​
After examining the market survey, we provide you with insight on current market conditions, plan usage and claim trends.
Recommend Options
DK Financial Canada proposes plan design modifications for consideration to meet with your vision and financial objectives.
Implement Desired Strategy
In conjunction with Canada’s leading insurers, we work to efficiently install the program with minimal employee disruption. We work with our clients to create ongoing maintenance and reporting guidelines based on client requirements.
Step 4: Maintenance and Customer Service
On an ongoing basis, DK Financial Canada provides several services including:
​
-
Claims history reports and analysis
-
Educational information sessions for your employees
-
Plan adjustments for special circumstances
-
Annual plan review and future marketing strategies
-
Employee health and wellness strategies/programs