Our Process
our process

Results govern our technique.

Working together, our consultative and strategic methods will help you design the most effective and successful benefits plan for your employees. Our success is directly attributable to hiring the best talent in our industry, and nourishing that talent with continued education. As with your business, our future is dependent on the trust, commitment and effectiveness of our principals and employees.

At Leggette, our internal quality control is vital to our success. Just a few of our fundamental principals include:

Every function has oversight control.

  • Manager review and sign-off
  • Random audits conducted by control group
  • Actual daily reconciliation procedure

Effective communication across work groups.

  • Weekly meetings with support groups
  • Accountability is a shared principle

Risk management and reporting.

  • Internal oversight and governance
  • Annual audits including full scope SAS70

Training and Education

All plan team members have a college degree

  • Industry accreditations
  • ASPPA
  • NASD
  • Classroom and on-the-job training
our process
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