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We act as an extension of a broker’s consulting and service team with a robust service offering and deep expertise in dental, vision, life, disability, supplemental health, and leave management. We drive real value and sustainable growth for our partners by curating solutions focused on optimizing revenue and managing expenses.
To solve problems, create a better experience, and produce results for our broker, carrier, and benefits technology partners.
Our team is comprised of experts who have worked in all facets of the group benefits industry from sales and underwriting with top ancillary carriers to managing eligibility operations for a benefits technology firm to running a successful brokerage. Our collective experience provides insight and an appreciation for the challenges our partners face.
We pride ourselves on encouraging creativity with each problem, embracing collaboration at every opportunity, and empowering commitment to expected results.
Our approach is to deeply understand our broker partners’ organization to seamlessly integrate our services to provide real value while preserving your processes and presence in the market.
As an extension of a broker’s consulting and service teams, we support the marketing process, carrier implementations, the renewal cycle, and year-round account support. Our expertise lies in dental, vision, life, disability, supplemental health, and leave management. The more routine tasks bring proficiency and efficiency, but we believe our ability to manage the most complex, high volume, and high-risk activities allow us to make an even greater impact.
With preferred broker partners, we also support benefits technology builds and carrier eligibility to close the gap on the activities that burden a service organization most.
With our proprietary Ancillary Diagnostic, we’ll assess the current state of a broker partner’s book of business and processes to develop strategies to optimize revenue and manage expenses.
Full-scope RFP & Marketing
Analytics
Carrier Eligibility
Account Support
Renewal Management
Sold Case Implementation
Benefits Technology Builds
Leave Administration & State-Mandated Disability
We firmly believe that both brokers and insurance carriers are our clients.
We believe the best way to provide value to our clients is by understanding pain points and opportunities, whether apparent or unearthed. By leading with operations, we develop scalable solutions that drive revenue growth and reduce expenses.
To solve problems, create a better experience, and produce results for our broker, carrier, and benefits technology partners.