Our Services

We know you have high expectations, so do we. That is why we find the right people for the right job, provide ongoing education, and we hire more people than we need to ensure we’re staffed when things get busy. One of our core values is to earn and be worthy of our customer’s trust. It’s one thing we feel sets us apart from the competition. Our services include, but are not limited to:


  • Customized Online Proposals
  • Renewal Quoting
  • Rate Increase Reminder Notices for Requotes
  • Final Rate Generation


  • "Best Fit" Guidance
  • New Case Pick‐Up
  • New Case Processing
  • Benefit Modifications
  • Recertification Guidance

Administrative Training

  • Group Administrator Meetings
  • Online Group Administration Tool Training
  • In-person or Virtual Training

Sales Support

  • Dedicated Group Specialists
  • Assistance with Employer Presentations
  • Sales Materials
  • Assistance with Renewal Strategy
  • Broker Commission Assistance
  • Broker of Record Transactions
  • Book of Business Reports


  • Robust Website
  • Ongoing Broker & Marketing Education
  • Notice of Carrier Updates
  • Enacted Legislative Updates
  • Sponsorship of Industry Associations

No Charge Employer Tools*

  • COBRA – 1st Year Administration Fees
  • Ease – Subsidy with Subscription
  • FSA – Initial Set Up Fee
  • Other Online HRIS – Subsidy Option
  • POP – No Charge 1st Year
*Groups meeting specific guidelines may be eligible to receive HR Services at no charge or a reduced rate for one year.

Enrollment Support

  • New Enrollment Meetings
  • Bilingual Enrollment Meetings
  • Open Enrollment Meetings
  • True, Online Enrollment
  • Employee Enrollment Kits (+eKits)
  • Contribution Worksheets
  • Employer Administration Packets (+eKits)
  • New Hire & Termination Processing
  • New Hire Worksheets
  • Employee Level Plan Changes
  • Member Eligibility Verification
  • Claim Resolution
  • Network Disruption / Comparisons
  • Membership / Billing Resolution

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