Services
Technology Solutions
With the right fit, technology solutions streamline the process of designing, implementing, communicating and maintaining your benefits programs. We evaluate and recommend proven applications specific to each client’s needs
For vendor selection and management:
J&D’s benefits professionals use industry-acclaimed technology platforms daily to assist in managing our accounts, ensuring all deliverables are met by the vendors/carriers in a timely and efficient manner. Quality assurance checkpoints are built for marketing and renewals, and for tracking client projects and problem resolution.
For online benefits enrollment:
J&D has forged relationships with leading vendors that specialize in online benefits enrollment. Our extensive working knowledge allows us to play a hands-on role to successfully implement online enrollment solutions and troubleshoot along the way.
J&D creates a partnership with the client and the online enrollment vendor. Our clients find that our vendor oversight and ongoing support leads to a successful implementation and management of the program.
For staying informed:
We know the importance of keeping up with industry news and trends as they occur. The Johnson & Dugan Blog is updated regularly with timely articles on a wide range of subjects important to human resources and employee benefits professionals. The content is researched and written by our staff, United Benefit Advisor (UBA) staff, UBA Partner firms and other industry experts.
Welcome to the Johnson & Dugan & HCM Unlocked Resource Hub!
What’s Included (Value-Added Service to Johnson & Dugan Clients)
- Access to Expert HR Tech Consulting
On-demand support and strategic guidance from seasoned HR tech advisors - Unlimited HR Tech Assessments
System check-ups, root cause diagnosis, and “tech therapy” to fix what’s broken. - Unlimited Vendor Evaluation Guidance
Strategy, vendor shortlist, toolkits, and behind-the-scenes support to guide smart decisions.
Optional Services (Fee-based, direct client contract)
- Implementation & Optimization
From new implementations to untangling existing system, we help your HR tech deliver. - Managed Services
From processing to reporting, we handle it all, so you don’t have to. - Compliance Monitoring
We’ve got eyes on your business, HR & Compliance, LOA, Tax Monitoring, and State/Local Registration.
When to Reach Out
As an employee benefits broker, your clients rely on you to provide the best benefits solutions while navigating the complexities of HCM, payroll, and benefits administration systems. HCM Unlocked serves as your trusted partner in optimizing HR technology, ensuring compliance, and streamlining processes—enhancing both your client service and competitive edge.
- RFP response support & finalist strategy
- Broker-sponsored tech transition strategies
- PEO exit transition strategies
- Develop tailored strategies to address complex HCM and benefits challenges.
- Align HR technology with benefits offerings for seamless integration.
- Support compliance efforts to mitigate risk and avoid costly mistakes.
- Conduct comprehensive HR Tech Assessments to diagnose challenges and identify whether they stem from people, processes, or technology.
- Optimize existing technology solutions to maximize ROI.
- Provide market education and evaluation guidance for HCM and benefits administration solutions, if new solutions are needed.
Contact us at: JDHRTech@HCMUnlocked.com
CA Insurance License 0649686. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, and Johnson & Dugan Insurance Services Corporation are separate and non-affiliated companies. All J&D email communications are HIPAA Security Compliant and accessible through the J&D secure email messaging center.
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Contact
650.266.9700 | info@johnsondugan.com
Johnson & Dugan
390 Bridge Parkway, Suite 200
Redwood City, CA 94065
Social
Contact
650.266.9700 | info@johnsondugan.com
Johnson & Dugan
390 Bridge Parkway, Suite 200
Redwood City, CA 94065
Social




