Client Services

As with all well-executed plans it is more than a 365-days-a-year job, it is a relationship. We work for you, not the insurance company. Our team of knowledgeable, hard-working professionals, are here to help ensure that the strategy you've partnered with us to create is delivering against objectives.

Here are some of the many services and tools efg&m, L.P. provides, all available when you become a client. We invite you to compare our offering with what you presently receive.

  • MyHRView – a web-based comprehensive resource and reference center containing employee benefits
  • MyBenefitsView – an advanced benefits and health management system available to employers
  • A web-based tool that helps companies demonstrate their dedication to employees by putting them in touch with benefits, health, compensation and human resources programs.
  • Employee Benefits Surveys
  • Compliance and Regulatory Support
  • Employee Communications
  • HR Resources & Consulting
  • Strategic Planning


  • Utilization Data (when available)
  • Benchmark Data (when available)
  • Comparison Information (shopping with alternate carriers)
  • Straight Answers – we don't always tell you what you want to hear; however, we provide you with the truth


  • Quarterly Newsletter
  • On-going email communications – keeping you up-to-date with relevant benefits/HR information such as Health Reform
  • Quarterly Luncheons

Our clients know that we value their business! In today's tech-savvy environment we provide more than on line resources, we deliver traditional personal service. We are always available to assist you.