Advanced tools, technology, and processes to streamline and optimize the process of obtaining and comparing group quotes.
Collect data and insights for your client, ensuring their plan and network structure aligns with their needs.
The assessment and evaluation for your group clients determining eligibility, health assessments, and compliance checks.
Onboard your clients to the carrier with peace of mind.
Partner with us to ensure renewals are reviewed, negotiated, and updated with maximum efficiency.
Reduce your downtime with comprehensive group eligibility assistance.
Access to escalated GA connectivity for member claims support for medical, pharmacy, and specialty coverage.
Our client service team is there to identify group and member level discrepancies, perform enrollment audits, and more.
Day-to-day inquires like benefit summaries, ID cards, coverage scenarios, and carrier documents at request.
Have a question on your commission statement you’re unsure of? We’re your direct contact for commission management.
Solutions for a prospect in a market you’re not licensed in.
Providing hands-on support to ease the process and secure appointments with the carrier of your choice.
Put together the perfect benefit packages for your groups.
Looking for a comprehensive HR solution? Managing benefit admin has never been easier.
Here to support and serve broker agents.
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Our staff are tenured and experienced. When you partner with us, you establish connections to collaborate with a team that enables you to achieve remarkable results for your clients.
Ariel Bell
Client Service Specialist
Ashley George
Broker Sales Support
Brian Schroeder
Benefit Integration Analyst
Brittney Fradenburgh
Kathy Montana
Sr. Benefit and Compliance Specialist
Kyle Tullis
Vice President
Marlo Profita
New Business Coordinator
Megan Blanton
Melissa Dearden
Account Manager