Continuity

Overview

As a financial services intermediary, our greatest assets are knowledge and data.


Data

Data is protected with level five RAID, backed up daily on magnetic and optical media and stored both on-site and off-site.


Knowledge Base

Systems are documented, staff are cross-trained and specialists are contracted to provide support when necessary.


Financial Risk

Health spending account deposits are held in a segregated trust fund and $1 million insurance is in place in the event of errors or omissions and for fraudulent acts.


Performance Risk

Contracts have 30-day termination clauses to give clients the freedom to change consultants, brokers, supplies or administrators.


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