General Agent Services

As your general agent, we will be there behind the scenes, and onsite, to assist you in every way we can.

Small Group Services

  • Provide Quotes for All Lines of coverage: Medical, Dental, Vision, Life, LTD, STD, Voluntary Benefits, and PEO’s.
  • New Business Implementation and Enrollment Support:
    • Summaries and SBCs reviewed for accuracy.
    • Carrier enrollment material preparation (electronic and/or shipped).
    • Customized employee communications (Plan Election forms and Benefit Overview guides for 20+ enrolled small groups).
    • Conduct enrollment/educational meetings (in person and/or via WebEx).
    • Prepare and process new business. All documents/forms are reviewed for accuracy and submitted for timely implementation.
    • Manage implementation through install, obtain ID numbers and approval letter.
  • Dedicated Account Management Team for Year Round Customer Support:
    • Assist with new hires enrollments, changes and terminations.
    • Request carrier ID numbers and/or ID cards.
    • Claims advocacy & dispute resolution.
    • Bill reconciliation.
  • Renewal Analysis:
    • Obtain and prepare renewals for all lines of coverage.
    • Provide plan alternatives along with thorough analysis.
  • Additional Services:
    • Access to a comprehensive resource center for all of your workforce issues and HR compliance support.
    • Facilitate enrollment technology implementation (Ease, PEO, etc.)
    • Access to top-ranked employee benefits law firm for legal questions/concerns.
    • Customizable marketing materials available via online Marketing Resource Center.
    • Benchmarking data.

Large Group Services

  • Marketing and Analysis for All Lines of Coverage: Medical, Dental, Vision, Life, LTD, STD, and Voluntary Benefits:
    • Underwriting team will review and market with all major carriers for maximum savings.
    • Provide detailed analysis on all lines of coverages to determine the best options available.
    • Provide alternative funding strategies (if available and requested).
  • New Business Implementation and Enrollment Support Including:
    • Summaries and SBCs reviewed for accuracy.
    • Carrier enrollment material preparation (electronic and/or shipped).
    • Plan contribution analysis and modeling.
    • Prepare customized employee communications (Plan Election forms and Benefit Overview guide).
    • Conduct enrollment/educational meetings (in person and/or via WebEx).
    • Prepare and process new business. All documents/forms are reviewed for accuracy and submitted for timely implementation.
    • Manage implementation through install, obtain ID numbers and approval letter.
  • Dedicated Account Executives and Account Management Teams for Year Round Customer Support:
    • Assist with new hires enrollments, changes and terminations.
    • Request carrier ID numbers and/or ID cards.
    • Claims advocacy & dispute resolution.
    • Billing reconciliation.
    • ACA and ERISA Compliance.
  • Pre-Renewal and Claims Utilization Analysis (if applicable and requested):
    • Mid-Year claims utilization review to examine trends and provide insight on plan performance.
    • Focus on potential benefit plan changes and/or program enhancements for the upcoming renewal.
    • Provide strategic actions directed at improving the quality and affordability of the health plan.
  • Additional Services:
    • Access to a comprehensive HR resource center staffed with compliance experts to help resolve workforce issues and provide HR support.
    • Assist with enrollment technology implementation (Ease, Electronic Data File Feeds, PEO, etc.)
    • Access to top-ranked employee benefits law firm for legal questions/concerns.
    • Customizable marketing materials available via online Marketing Resource Center.
    • Benchmarking data available by industry, product and plan design.

As your partner we will help make your day-to-day easier while providing the service and resources you need to enhance, streamline, and grow your benefits business.  

Request a Complimentary Consultation

We’d love to hear from you. Our team welcomes the opportunity to work with all brokers looking to enhance, streamline, and grow their benefits business. Simply fill out the form below and an Employee Benefits Consultant will get back to you.