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Our Services

Quoting

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

Underwriting

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

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

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

Training & Education

  • Robust Website
  • Ongoing Broker & Marketing Education
  • Notice of Carrier Updates
  • Enacted Legislative Updates
  • Sponsorship of Industry Associations
  • Group Administrator Meetings
  • Online Group Administration Tool Training
  • In-person or Virtual Training

No Charge Employer Tools*

Small Group:

Every B&P group is eligible for a free POP plan for a year, regardless of group size or line of coverage. Plus, all new medical groups can get $20 per medically enrolled employee to pay for or supplement the cost of an eligible service that benefits the group or employees such as online enrollment with Ease/Employee Navigator, Premium Only Plan, COBRA, ERISA, FSA, EAP, and more. 

Large Group:

When you place your Large Group business through B&P and they enroll in one of our medical carriers, they can choose a service that benefits the employees which we will pay for or supplement the cost, like online enrollment, wellness benefits, HSAs, FSAs, and more. B&P’s Large Group BrokerPicks varies by carrier:

  • $4.00 per Anthem Blue Cross medical enrolled employee
  • $2.50 per Health Net medical enrolled employee
  • $2.50 per Kaiser Permanente medical enrolled employee

Visit our BrokerPicks page to learn more.