Run quotes and prepare proposals on demand
Simply put, we run a lot of quotes. Impress your clients and gain their trust by providing options that meet their needs with market analysis in your proposals.
Combine medical and ancillary (dental/vision/life) in benefit packages
Show multiple carriers in the same proposal PDF
Take advantage of our quote aggregation systems to easily see data output and compare plans/carriers
Contribution modeling for client presentations
Let us build a compelling, client-ready presentation that includes contribution strategy options that guide clients and make selling easier by…
Delivering more contribution options
Educating groups on what’s available
Creating visuals with information that help employers choose plans
Field underwriting and case scrubbing
Experienced new group insurance sales specialists field through group documentation for missing information to ensure accuracy and efficiency. Avoid unwanted future surprises and work quickly with Paragon on your side for group insurance sales.
Seamless implementation and onboarding
From quote to enroll, Paragon handles everything. We work directly with the carriers to get everything set up and onboard quickly.
Onboarding is done in just a day or two
