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Our
objective is to ensure that our clients are given the
best options
currently available in the market!
- Carrier Due Diligence.
Direct meetings with Carrier Home Offices: These meetings
with
the top voluntary benefits carriers involve extensive review of their
products and their administrative and service capabilities.
- Following Current Market Trends.
We then continually monitor the carriers’ ever-changing products and
underwriting offers. Our CEO, Melissa McClain, sits on the
advisory boards of many of these carriers, and regularly consults on
product development, enrollment technology and underwriting standards.
- Assessment of Client Needs.
Review of Client Requests: We begin with a review of how the
client may best incorporate voluntary benefits into their overall
benefit strategy.
- Takeover Business.
We provide a smooth transition by formulating
an underwriting offer that ensures no harm to those currently
insured.
- Proposal Preparation.
Request for Proposal (RFP): We distribute the RFP
to carriers
outlining the client’s need for voluntary products and related
services.
- Negotiation of Underwriting Offers.
Given our proven track
record and volume of business with the top voluntary carriers, we
receive some of the most competitive offers in the industry.
- Client Presentation.
Analysis: We offer a full analysis that reviews product,
underwriting, service capabilities and value-added services.
Complete Solution: We present an innovative,
customized
solution
to the client’s benefit and communication needs, including both
products and services. Review of Implementation: We
explain
the full process of a voluntary benefits program implementation.
Client Service Guarantees: We explain and provide
client
services guarantees.
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“There’s a way to do it better.
Find it.” -Thomas Edison |
