GROUP BENEFITS

“People say we’re stubbornly focused on workplace benefits business, and that’s true. Unlike many other brokers, we see group products as more than a sideline—it’s a strong profit center. Even industry veterans are surprised when they see how our approach can help agents boost production in any business environment.”

—Michele Comly

We help agents find deep value in workplace benefits

Long-term client relationships, customization, and outstanding service.

When it comes to group benefits, our team’s experience and insight can help agents develop a clearly defined approach to the marketplace that sets them apart. Backed by our capabilities and resources, you can evaluate client benefits package, carrier offerings, and employee requirements to determine what mix of products are likely to provide the desired balance of coverage versus costs. You’ll be able to:

Identify which combination of coverage, cost sharing, and plan types can deliver significant advantages to clients and their employees
Capture savings by bundling coverages with certain carriers, or by offering different tiers of coverage
Expand your practice area by adding new lines with the ability to take on more and larger clients
Gain in-depth knowledge of prospect audiences (benefits managers, CEOs, CFOs, employees), purchase drivers, and product features
Proactively offer services such as wellness programs and healthy living seminars

In addition, we can help you advise clients on optimum implementation strategies, assist with benefit staff training, and employee communication.

From initial quote to final offer, you’ll work with directly with a Custom Benefit Plans representative who can help answer any questions and resolve any carrier issues.