Professional Services
Group health for professional-services firms.
Your associates expect benefits as polished as your firm. Bindly delivers a tier-1 employer brand without a tier-1 admin team.
Built for NAICS 54 (Professional, Scientific & Technical Services) — law firms, CPA firms, agencies, consultancies.
- LicensedAZ Life & Health
- License #3002749351
- ComplianceBAA + HIPAA-aligned
- E&O$1M policy carried
Pain points we hear from professional-services firms
Here's what your peers actually deal with — and our answer for each.
“Knowledge-worker recruits expect a polished benefits experience or they go elsewhere.”
Bindly: Custom-branded mobile app, decision-support tool, total-rewards statements — a first-rate experience without building a benefits team.
Backed byMobile EE app — custom-brandedDecision-support tool for OEtotal-rewards-statements
“Your CFO wants quarterly visibility but your broker shows up once a year at renewal.”
Bindly: Quarterly Business Reviews with the CFO using real claims data, top cost drivers, predictive renewal.
Backed byQuarterly Business Reviews with CFOMid-year benchmarking report
“Remote employees across many states make benefits chaos.”
Bindly: Bindly is licensed in every state your team works from. Multi-state plan options are normal for us, not an exception.
Backed byhris-payroll-edi
“HR has one or two people and they're already underwater.”
Bindly: We answer the EE questions (AI + humans), run OE, handle COBRA, file 1095s. HR participates instead of running.
Backed byee-benefits-ai-chatoe-management-platformcobra-administration
“Mental-health benefits matter to your team but you don't know if yours are competitive.”
Bindly: Annual mental-health benchmark with named recommendations and vendor sourcing if needed.
Backed byMental Health Benefit Benchmarking
Concierge services
The services we deploy for professional-services firms first.
Every Bindly group gets the full Concierge bundle. These are the ones you'll feel within the first 30 days.
Tier 0
All groups
Every Bindly group gets these — any headcount.
- #124/7 EE Benefits AI Chat
Employees text "is this covered?" and get answers from their actual plan documents — without HR.
- #2Compliance Calendar with auto-reminders
Every employer benefits deadline tracked with 30/14/7/1-day reminders. Nothing slips.
- #3Claims Advocacy Desk
Surprise bill, denied claim, balance billing? Employee calls Bindly. We fight the carrier.
- #4ERISA wrap document + Form 5500 filing
Most small/mid groups are out of compliance here. We fix it silently.
- #5SBC + SAR distribution
Quarterly and annual Summary of Benefits Coverage and Summary Annual Report — distributed and audit-logged.
- #6Mid-year benchmarking report
Your plan vs market peers — delivered to the CFO every July.
- #7Mobile EE app
ID cards in a phone wallet, find-a-doctor, ask Bindly chat, view EOBs.
Tier 1
25+ employees
Groups with 25 or more employees unlock these in addition.
- #8ACA 1094-C / 1095-C filing
For ALE groups (50+ FTE) — generated, filed with the IRS, receipted.
- #9COBRA administration (100%)
Every qualifying event → notice → election tracking → premium tracking. We handle all of it.
- #10HRIS / payroll EDI integration
Bindly sets up and maintains the data feeds between your HRIS, payroll, ben admin, and every carrier.
- #11Open Enrollment Management Platform
White-glove OE: on-site or Zoom EE meetings, bilingual comms, enrollment, post-OE audit.
- #12Decision-support tool for OE
"Which plan is right for me?" wizard for every EE — Picwell/ALEX-style.
- #13HR Helpline
DOL, FLSA, FMLA, ADA, USERRA questions answered by attorneys. Resold from a partner firm.
- #14Voluntary Benefits Marketplace
Pet, legal, ID protection, hospital indemnity, accident, critical illness — enrollment + payroll deduct.
Tier 2
100+ employees
Groups with 100 or more employees unlock everything — the full enterprise stack.
- #15Mobile EE app — custom-branded
Your logo, your colors, your benefits.
- #16Quarterly Business Reviews with CFO
Claims trends, utilization, top cost drivers, predictive renewal, what-if scenarios — every quarter.
- #17Captive Insurance Feasibility Analysis
Annual review of whether a group captive makes financial sense for you.
- #18ICHRA / QSEHRA modeling
Model a defined-contribution move off traditional group plans.
- #19Stop-Loss Management (self-funded only)
Broker stop-loss, monitor lasered conditions, run renewal advocacy.
- #20Total Rewards Statements
Annual personalized "here's your total comp value" statements for every EE.
- #21Bilingual EE Communications
Full Spanish; on request, additional languages.
- #22Mental Health Benefit Benchmarking
EAP utilization tracking, vendor sourcing, recommendations.
Ready for a tailored walkthrough?
We'll prepare with your industry context already loaded, so we skip the basics and dig into what would actually change for you.