Employee Benefits

Employee Benefits

Advantial Insurance Agency has a full-service benefits department that's been helping businesses protect employees and their families in the Plano area and throughout the state of Texas for years. We specialize in serving Texas employers.

Rising health care costs, complicated plan designs and regulations have made it even more important to have the right advisor. Advantial Insurance will take time to help you understand the challenges and design an Employee Benefits plan that helps keep costs in check while maximizing value for your employees.

By utilizing the resources and skills of the exceptional team of benefits professionals at Advantial, you have the advantage of an experienced partner to help articulate and implement a benefits program that embodies the quality and performance you seek.

Your Advantial team coordinates the services and assistance you need for a successful program by drawing on sophisticated resources, including, but not limited to:

  • Powerful pricing and cost analysis resources
  • Benchmarking tools
  • Expertise in plan development and design
  • Administrative resources
  • Mobile applications

A shared commitment to the values of respect

Our solid vendor relationships translate into powerful advantages for our clients. We have earned access to top decision makers in nearly every facet of the insurance industry.  Our staff of professionals not only possesses in-depth knowledge of critical issues, we also have the communication skills required to articulate our client’s needs and negotiate for the optimum outcome. It’s all part of our shared commitment to the values of respect and honesty, and our collaborative effort to deliver the results our clients deserve.


  • Discovery meeting to determine client goals and philosophy for benefit strategy
  • Full benefit plan consultation and design
  • Claim advocacy
  • Strategic audit and analysis
  • Wellness discovery
  • Strategy meetings
  • Funding strategy and analysis

Communication Support

  • Customized communication templates
  • Presentations, open enrollment communications
  • Periodic newsletters and updates
  • Compliance and specialty health webinars
  • Customized benefit open enrollment and new hire benefit guides
  • Compliance tools and training solutions

Metrics and Reporting

  • Customized financial reports
  • Benchmarking
  • Monthly claims report and analysis
  • Funding and contribution strategy
  • Stop loss deductible analysis
  • Budget analysis


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