Presentation Assistance
Part of being with you side-by-side or one step behind is to be part of your sales process. Whether it’s in person with a prospect, by phone, via the internet or just preparing you for the meeting, our team is there for you.
Comprehensive Market Analysis
We run a lot of quotes for you! This can be overwhelming and difficult to identify the best option for your client. We analyze those quotes for our Affiliate Agents, working with the various underwriters in the market to customize the plan options to fit the needs of our agents and their clients. Then we consolidate our analysis into a simple report of market results highlighting our recommendation, which you can use to help your client make an informed decision.
Strategic Planning
Our “Why” is to have a meaningful impact. The way we deliver on this is helping all agents “Build, Protect, and Preserve” their book of business. As an Affiliate Agent, we will also help you analyze your entire business. Whether it’s developing marketing strategies, refining your sales approach, identifying administrative support gaps or helping you transition to retirement, we’ve got your back!
Benefit Administration
More than just adds and deletes, with our Affiliate Agents we assist with Open Enrollment processing, Employee Education and provide direct Claims oversight.
Office Use
We offer a “Base-of-Operations” for all Affiliate Agents to work from, which includes a shared workspace with access to a computer, internet, printer, fax machine, and copy machine. This service also includes access to the Legacy Brokers Conference Room and the right to use our postal address to support current and future business opportunities. *Coordination with Legacy Brokers staff is required to ensure availability of the shared workspace and conference room.
Training & Education
With an emphasis on self-funded group health plans, we offer a variety of FREE CE Credits and training events geared toward addressing the latest industry trends, regulatory rulings, best industry practices and the latest products being offered.
Licensing & Appointments
We will guide you through the process of getting properly licensed and appointed with all carriers in your market.
Exclusivity (Dual Submission Protection)
We honor our agent’s hard work by administering a “first come, first served” submission policy on new RFP’s, and uphold their relationship by protecting them from other agents requesting quotes on their existing clients, unless specifically directed otherwise by the client.
Access to Markets & Quoting
We shop the entire market and have access to solutions that are outside the box, giving us the ability to customize a healthcare plan that ensures your client has the right plan, at the right cost, to fit the right need.
Timely Turnaround
We strive to turn your quote requests around in a timely manner, even during the busy season. Whether it’s needing a quote on a RUSH basis, or strategically planning out your client engagement strategy, our team is with you every step of the way.
