Preferred Group Plans, Inc.   •   NY Preferred Brokerage, Inc.   •   Preferred Data, Inc. Contact UsHome Request a QuoteRequest a Quote HomeContact Us  
A top-ranked business consulting firm in the Capital District for over 20 years
The Preferred Group is one of the Capital Districts leading business consulting firms. Let our team of professionals help you to identify areas of cost savings from benefits programs to business automation. We will provide you with a no cost consultation to help identify these areas and provide you a customized cost-to-benefit analysis in the areas of concern. Contact us today and let our years of experience work for you.

Consulting
Services

  • New business start up
• Corporate mergers
• Corporate divestiture
• Strategic planning

• Corporate objectives & policy development
• Organizational structure
• Information technology
• Business intelligence

       

A diverse portfolio of “Best in Class” business products and services
 

Insurance
Every organization needs insurance programs that best enables it to achieve a desired goal. Our professionals will help you tailor your insurance offerings and programs to best meet the needs of you and your employees. We offer a wide array of insurance programs, including Self-Funded Plan options.
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Employee Benefits
As an employer, you have to attend to your company needs and the needs of your employees. We will design an employee benefits package that will save you and your employees tax dollars through programs such as Flex Spending Plans, HRAs, HSAs and Transportation Benefits.
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Payments Processing
Every organization strives to receive and process money quickly and efficiently, and have the ability to track these payments in your accounting system. Through our lockbox service, you will gain these capabilities with our “same-day” processing and proprietary online data and image lookup system.
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Data Entry
Organizations rely on the data they generate. We can convert all of your important information, whether it be hand written or machine generated, into electronic format. All of your data is keyed here in the US and stored in a secure facility. The Preferred Group is HIPPA certified.
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Document Imaging
Our document management solutions can be deployed online or at your facility. Your documents will be scanned and indexed in accordance with your current method. Training is provided to help your staff transition to your new document archive & retrieval system.
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Payroll Processing
Together with Tech Valley Payroll/GTM, we will provide you with the best solutions and values for payroll processing. This partnership allows for streamlining of communications to provide our customers with a better benefit through these combined services.
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The Watchful i - Emergency Notification
The Watchful i is a fully integrated and automated crisis management and early warning reporting system. This latest state of the art technology allows individuals to anonymously report potential problems before they occur giving your organization advanced notice so you can prevent potentially serious situations.
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Video Communications
Everyone needs to collaborate at some point. So make information flow easier and quicker through c2hub video web conferencing and personalized video broadcasting.
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Remote Deposit Systems
Through our Remote Deposit system you will be able to deposit checks directly from your desk without having to leave your office. Let our professionals show you how to save both time and money.
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Credit Card Processing
Our credit card processing is 100% guaranteed. Don’t risk losing sales because you don’t accept credit cards.
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ID TheftSmart
Your ID is something that you have to keep safe. Together with Kroll International, we offer an outstanding credit watch program including access to your credit report, personal credit score and analysis, continuous credit monitoring and enhanced identity theft restoration.