Brokers & Consultants
We help brokers and consultants attract and retain clients with a differentiated, data-rich, no-noise account experience.
Our flexible business model is built around partnerships!
We understand that brokers are facing intense expectations from employers. We understand the demand to consistently deliver results with a wide array of benefit strategies to intrigue and grow your customer base. OCA is committed to providing unique benefit offerings that will help your clients control costs and keep their employees satisfied, healthy, and engaged.
Flexible & Compliant Administration
Our flexible and innovative CEH platform (including FSAs, HRAs, HSAs, and more) is the clay you need to mold your unique product strategies – including complete support for enrollment, complex plan design, debit cards, integration, engagement, and beyond.
Our COBRA administration platform was purpose-built to support the unique needs of large and complex employers. Built by a highly experienced team, and driven by input from our client advisory board, our COBRA solution delivers maximum efficiency, flexibility and scalability.
Our ERISA compliance services include Wrap Documents, 5500 Filing, ACA Reporting, Premium Only Plans, and more! With over forty years of compliance and technical expertise, our ERISA team helps employers navigate the complex world of employee benefits.
We offer simplified employee benefit packages.
We understand that employee benefits is a very diverse space, consisting of all different backgrounds, financial matters, needs, etc. Keeping that in mind, we have curated benefit packages to ease the buying process and help simplify the employee’s benefits experience.OCA Packages
Our flexible business model is built around partnerships
Growth-focused resources available to help with tactical sales support activities (demos, RFPs, finalist meetings and more). We offer revenue-share opportunities to ensure our incentives are aligned.
Flawless Implementation and Conversion
High-quality conversion delivered on time, on budget and with minimal disruption to your clients.
Reliable & Secure Integrations
OCA’s integration of claims systems and member channels enable payers to position a single account experience.
We’ve also surrounded our firm with whom industry experts consider the preeminent legal counsel in our industry, Alston & Bird.
Simplified Client Experience
We remove complexity and simplify decision-making by connecting health and wealth resources in one intuitive, easy-to-navigate experience.
Rigorous Performance Measurement
Unmatched product innovation and investments, driven by client input, that enable your key business priorities.