Lane Advisory Group Audit. Strategize. Apply. Partner.

Submit for Audit

Share the basics, attach pertinent information, then schedule a review call, as soon as 3 days from now, with a Registered Employee Benefits Consultant (REBC) who brings a minimum of 10 years of experience.

We'll meet with one question in mind: whether to take your package to market and reconvene for a strategy call to determine the best path forward for your goals.

No cost. No obligation.

  1. 1 · Company demographics
  2. 2 · HIPAA Privacy Protection
  3. 3 · Documents
  4. 4 · Review call

Company demographics

Estimates are fine. Anything unknown can be confirmed on the call.

Share of employee-only medical premium the company pays.

Step 1 of 4

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Business Associate Agreement

Your files may contain protected health information. HIPAA requires this agreement before Lane Advisory Group can receive them. Please read to the end, then sign.

What this means

Lane Advisory Group will protect your employees' health information under HIPAA, use it only for your audit, and return or destroy it if you don't move forward. Signing doesn't commit you to anything beyond the audit.

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Scroll to the end of the agreement to sign.

Step 2 of 4

Secure connection · Your signed copy will be emailed to you

Documents

Attach what you have. Missing items can be sent later. PDF, Excel, CSV, Word, images or ZIP, up to 15 MB each.

Files go straight to a private, access-restricted folder. They aren't emailed or shared.

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Review call

Schedule now

Have us reach out

We'll contact you to schedule.

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Received. Thank you.

Reference:

Questions? Call 804-536-1950.