Underwriting & Other Preliminary Information
We help you gather the information you need to find the plan that is the best fit for your
client and then provide the information for a successful and hassle-free implementation.
Implementation
We'll provide the following or help as you direct:
- Group Presentations
- Employer Application, Sign Up, & Explanations of Administrative Procedures
- Group Enrollment
- Enrollment Meetings
- Scrubbing & Submission
After Sale
Once the group is on the books, we are there to help you and your client resolve those
time-consuming issues and hassles that arise when the normal service channels have been exhausted.
Renewal
We are here to work with you throughout the entire renewal process, including plan options, amendments, open
enrollment meetings and implementation of any changes. |
