Group Insurance Broker Serving Traverse City, Michigan
Michigan Planners has provided access to affordable and comprehensive healthcare coverage for small and large businesses, individuals, and Medicare-aged individuals in Traverse City and the entire Grand Traverse County area.
We Work Hard So You Don't Have To
Welcome to Michigan Planners
Michigan Planners is a group insurance broker serving Traverse City and surrounding Northern Michigan areas.
Whether you are a small or mid-sized business, you can trust our team of advisors to guide you on the journey to selecting cost-effective group insurance benefits for your business.
But don’t just take our word for it.
Here’s what the Human Resource Director for the City of Traverse City has to say about us:
MiPlanners is a true partner in addressing and understanding the specific needs of our municipality. They make it a point to understand our organization and make recommendations with our best interests in mind. With a highly knowledgeable workforce, they have the tools necessary to meet our needs strategically and administratively, as well as the needs of our employees and retirees, personalizing each interaction. They truly have become part of our organizational benefits support team. The combination of their expertise, support and customer service is what puts MiPlanners above everyone else. We are proud of our continuing business relationship with them.
—
We Know Traverse City
Michigan Planners strives to be your long-term partner as you grow your business, retain employees, and attract new talent. Offering quality group employee benefits can help you accomplish all three.
According to HR experts, a “healthy” turnover rate should hover between 12% and 15%. But the U.S. Department of Labor Statistics reports that hotels and motels experience a . This is a real problem for Traverse City because many locals depend on the tourism and hospitality industries for their livelihoods.
One solution is to offer competitive employee benefits. Not only will this attract qualified talent to work at your business but it’ll also encourage your current employees to stay.
Big Enough to Serve, Small Enough to Care.™
Michigan Planners is big enough to serve and small enough to care. This is more than a slogan. It’s our guiding principle for every facet of our company.
Here are some of the products we offer to companies in Traverse City:
- Medical and prescription insurance
- Disability insurance
- Retirement benefits
- Life insurance
- Worksite benefits
- Dental insurance
- Vision insurance
Whether you run a small or mid-sized business, you can trust us to always prioritize your insurance needs. We work on your behalf to find the best deal for your business—not on behalf of insurance companies.
Transfer or Start a New Benefits Program
Michigan Planners is an . As such, we would be more than happy to help you transfer or start a new benefits program for your business. To get started, call (800) 674-9235.
How We Can Help You!
Kurt Swartz | Managing Partner
MI Quote
See What Our Clients Are Saying!
MI Service Model
You can look to us for everything you want to provide your employees.
The Tech Effect
Hi-Tech, hands-on solutions for education, enrollment & administration.
Webinars & Continuing Education
Stay informed while learning from subject matter experts regarding a variety of human resource-accredited webinars.
Regional Benchmarking
Local employer and carrier data to maintain your plans' competitive edge, while analyzing marketplace trends.
Erisa Compliance
Documents, employee notices and reporting assistance to maintain complaince.
Plan Evaluation & Goal Determination
An in-depth review of your companies benefit landscape, where it is today and where you want it to be in the future.
Market Review & Vendor Assessment
A thorough review of the best market fit for your organization through analysis and negotiation.
Benefit Strategy & Plan Recommendations
Long-term actionable steps to establish plan continuity, while maintaining corporate goals.
Employee Contribution Discussion & Development
Strategies to keep your plan affordable and competitive.
Engagement
Reach your employees via text messaging, email, video, in person, and webinar.
App Usage & Education
Convenience, efficiency and awareness in the palm of your hand.
Well-Being
A customized strategy targeting the employee and covered dependents for a healthier more engaged team.
Claims Services
We fix it when it breaks with compassion and efficiency.
Benefit Books & Enrollment Forms
Comprehensive, yet understandable, benefit resources.
Educational Videos
Simplifying the communication process.
Employee Meetings
Personal approach at open enrollment and new hire benefit orientation.
Consumer Advocacy
Know before you go, cost estimator and personal health shopper
Plan Design
Consulting and partnering in all areas of plan design for:
Defined Contribution (401(k), 403(b), 457, Profit Sharing) Defined Benefit (Traditional & Cash Balance) Employee Stock Ownership Plans (ESOP) and Non-Qualified Plans.
A Strong Commitment to Retirement Plan Education
Successfully enroll eligible employees at appropriate contribution levels.
Consult with employees to make them aware of their current Retirement Readiness status through personalized retirement reports and ongoing employee reviews.
Fee Transparency in All Areas
(Recordkeeping Investments, Fiduciary Services and Financial Professional)
Clear separation of expenses
Lower cost investment options
Assist in managing fiduciary responsibility
Clear Understanding of Deliverables
Clients receive a detailed service agreement, which outlines:
Investment Reviews
Benchmarking Plan Costs
Education meetings, all employee and one-on-one
MI Product Portfolio
Disability Insurance
Carriers
Michigan Planners represents all trusted and recognizable brands with a proven track record of quality, reliability, sustainability, and efficiency. Employer-specific recommendations from our carrier portfolio are based on a competitive economic position and the ability to deliver the ideal solution for all affected parties.
