Brokerage Department
The goal of our Brokerage Department is to obtain and secure the best contractual offer from the marketplace that meets the client's requirements.
To achieve this goal, the Brokerage Department performs these functions:
- Benefit Plan Needs Analysis
- Compile data and prepare proposal request; Analyze market options. (Click here to see a sample Proposal Timeline)
- Present a comprehensive report and offer recommendations
- Secure final offer and implement enrollments or renewals
This web-based technology collects data by asking a series of medical questions, and then populates insurance carrier forms. This allows us to get
a firm offer from all carriers from whom we've requested quotes,
without participants having to complete multiple forms! This pre-screen process then turns into a group enrollment if the employer decides to change carriers.
Click here for the highlights of this new technology.