Frequently Asked Questions

Paragon Partners serves benefits brokers and agencies nationwide. We provide the tools, resources, and team behind every stage of the case, including pre-sale, post-sale, and ben admin, to empower brokers to grow their book, retain their clients, and scale without adding headcount.

Paragon is an independent, family-owned, technology-forward general agency built around brokers, not investors. We bring a people-first approach to every case, going deep alongside brokers and their clients to elevate the carrier experience and free up brokers to do what they do best. No contracts, no minimums, full control of your book and commissions.

A general agency complements a broker’s operation. Instead of managing dozens of carrier relationships, contracts, and back-office processes alone, brokers tap into a single partner with the carrier access, operational support, and industry tools to write more business, retain more clients, and grow without the operational drag. The result: more time with clients, less time on hold.

Paragon offers a full portfolio of group benefits — medical, dental, vision, life, disability, ICHRA, and value-add programs across our carrier network. On the service side, we cover the full case lifecycle through three solution areas: pre-sale broker services, post-sale broker services, and benefit administration.

No. There is no cost or fee for brokers or their group clients to work with Paragon. General agencies are paid an override commission directly by the carriers, in exchange for extending the carrier’s reach and supporting the broker through the full case lifecycle.

Yes. Brokers remain the broker of record on every group placed with Paragon. We never take BOR, never compete with brokers for client relationships, and stay in the background as much or as little as the broker prefers.

Paragon acts as an extension of the broker’s team. Day-to-day, that includes quoting and carrier strategy on the pre-sale side, ongoing service, renewals, claims, and escalations on the post-sale side, plus full ben admin support across both. The deeper the broker pulls us in, the deeper we go.

Brokers keep full ownership of their clients and full commissions if they ever leave Paragon. There are no contracts, no exit fees, and no clawback clauses. We hope it never comes to that. If a partnership stops working, brokers walk with everything they brought in.

Talk to your Paragon team. We’ll learn about your book, your clients, and what you need most, then put the right resources behind you to grow.