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.
Competitive Guidance & Quote Analysis
Our benefits experts will work with you every step of the way, from reviewing your client’s current program to analyzing market proposals, helping you make the right recommendation and helping present the results to your client.
Employee Enrollment Assistance
Our team is available to you for guidance and direction when it comes to preparing for enrollment meetings.
New Business Submission & Underwriting Support
We work directly with the underwriting and implementation teams for every carrier to ensure all of the necessary administrative requirements are met with your sold case paperwork.
Administrative, Claims & Compliance Support
On an ongoing basis, we serve as your back office. We provide support for claims, billing and eligibility issues and tasks.
Renewal Support
Our team works with you to prepare for upcoming renewals in advance so that you and your client have ample time to strategize and navigate open enrollment each year.
