Broker services for
quantifiable success

Broker services for quantifiable success


Our core principals include accountability, accessibility, honesty and integrity. But these aren't just aspirational values. This is who we are:

• Here for our clients 24/7/365
• Create 5500 justification for our brokers’ clients
• Maintain transparent partnerships with our brokers
• Highly skilled in ancillary benefits, including all non-medical lines
• Emphasize plan design creation, technology, and value.
Technology that beats outdated office processes

No broker should have to live with frustration due to inefficiency, struggles to run their office with outdated systems, disorganized client information, quotes that take hours to put together, and renewal opportunities missed.
 

We provide our brokers with full access to Agency Smart’s solutions—technology that streamlines day-to-day operations. So our brokers can get back to their clients.
Innovation with purpose
Through the partnership with BCI, channel partners experience innovation that helps them control costs, improve client persistency, and deliver consistent service and reporting.

Our Health Innovation Team evaluates and tests innovative solutions so our brokers don’t have to, demonstrating proven employee engagement, improved outcomes, affordability, and value.

Integrated CRM

CRM

The CRM allows you to enter client information once and carry it throughout the system. Track renewals, clients, prospects, carriers, agencies, policies, enrollments and service issues in one place.

Quote Generation

Quote Generation

Small group medical, dental and vision. All plan designs are loaded and include SBS’s and rate cards illustrate: HRA, AFA, QualCare and large group

Commissions

$$ Commissions $$

Our integrated system means you can easily track and pay commissions, overrides and bonuses quickly and accurately.

Online Enrollment

Online Enrollment

Save time by eliminating paper forms, reducing errors, and creating digital employee files for you and your groups.

Partner alliances that matter to you

We selectively partner with the best solution providers in the insurance industry, giving our brokers access to premium solutions and services for the challenges their clients are facing today.
Let’s get started
We’re ready to chat if you are. It’s time you get the general agent you deserve.
Contact us