Our Product Portfolio Includes:
Health Coverage
Dental & Vision
Disability
Life & AD&D
Retirement Planning
Voluntary Benefits
Executive Compensation
Commercial Property Insurance
Commercial General Liability
Business Owners Policy (BOP)
Inland Marine Insurance
Commercial Auto Insurance
Commercial Umbrella Insurance
Professional Liability
Crime Insurance
And much more…
Account Set-Up
Provide all necessary group documentation and billing process integration
Optional employee coverage orientation (coverage dependent)
Regular Account Servicing
Regular periodic contact
Provide continual coverage advisory role with unlimited group & employee assistance
Continual re-evaluation to determine financial health of the coverages
Communications liaison between the group and carrier(s) for questions, claims, customer service, etc.
New employee assistance (as needed)
Providing up-to-date information on legislative, market, and product changes
Annual Renewal
Conduct annual coverage analysis
Optional annual employee orientation (coverage dependent)
Negotiate current carrier renewal premiums and/or re-quote qualified carriers to find the best value
Our comprehensive services are at no additional cost
Comprehensive Insurance planning and analysis
Quote and compare qualified carriers to find the best options
Provide data summaries and consultation of quoted coverages
Account set-up
Regular account servicing
Annual renewal review