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Presentation Assistance
- February 18, 2020
- Posted by: make-blue
- Category:
No CommentsPart 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.
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Comprehensive Market Analysis
- February 17, 2020
- Posted by: make-blue
- Category:
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.
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Strategic Planning
- February 16, 2020
- Posted by: make-blue
- Category:
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!
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Benefit Administration
- February 16, 2020
- Posted by: make-blue
- Category:
More than just adds and deletes, with our Affiliate Agents we assist with Open Enrollment processing, Employee Education and provide direct Claims oversight.
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Office Use
- February 15, 2020
- Posted by: make-blue
- Category:
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.
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Training & Education
- February 14, 2020
- Posted by: make-blue
- Category:
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.
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Licensing & Appointments
- February 13, 2020
- Posted by: make-blue
- Category:
We will guide you through the process of getting properly licensed and appointed with all carriers in your market.
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Exclusivity (Dual Submission Protection)
- February 12, 2020
- Posted by: make-blue
- Category:
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.
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Access to Markets & Quoting
- February 11, 2020
- Posted by: make-blue
- Category:
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.
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Timely Turnaround
- February 10, 2020
- Posted by: make-blue
- Category:
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.
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