OUR SOLUTIONS

Your Book.
Our Back-Office.

Pre-sale support, post-sale coverage, and benefit administration. Three areas of broker support, built around how you already work.

PRE-SALE BROKER SERVICES

From RFP To Enrolled. We Support Every Step.

Before a group is placed, the details determine the outcome. We do the deep analytical work, including benefit design, plan options, network comparisons, and carrier positioning, so you can focus on what matters most: guiding your clients to the right decision.

WHAT'S INCLUDED:

Market analysis & benefit strategy
Carrier positioning & RFP support
Field underwriting
Full case submission management
Nationwide licensing (all 50 states)
Implementation & enrollment support

WHAT'S INCLUDED:

Renewal management & strategy
Eligibility tracking & reconciliation
Billing reconciliation
Claims advocacy
Ben-admin platform management
Day-to-day group service support

POST-SALE BROKER SERVICES

Placed Isn't Done. We Stay In It.

Placing a group is the beginning of the relationship, not the end. From renewals and claims to compliance and day-to-day service, we stay in it with you, so your clients stay with you.

BENEFIT ADMINISTRATION

The Setup, The Integrations, The Maintenance.

From group setup and integrations to wall notices and ongoing maintenance, we run the back-end of your clients' ben-admin so the system stays accurate, the carriers stay connected, and you stay focused on the relationship.

WHAT'S INCLUDED:

New group builds & setup
Carrier integrations
Wall notices & compliance documents
Employee enrollment support
Client demos & platform training
Ongoing platform maintenance

LET'S TALK

Your back-office is one conversation away.

Tell us about your book. We'll show you what we'd do differently.

Call Us Direct

1-555-5555-5555
Mon - Fri · 8:00 AM - 5:00 PM MST

One Line. One Team.

No tickets, no transfers, no escalation queues.