Product Offerings

• Benefit Consulting
• Quote Process
• Products
• Carriers

Quote Process

Our five-step quote process ensures you find a health insurance plan to fit your company’s needs.

1. Analyze Needs
   Our benefit specialists meet with you to analyze your current plan and understand what you’re looking for. We give you our honest, professional advice on your options.
2. Compile Applications and Census Information
   Once we know what plans you want to pursue, we’ll work with you to gather information and submit it to carriers.
3. Prepare Quotes
   This is where we put our experience to work for you. We review, analyze, and compare the best options for your company.
4. Present Comparisons
   We’ll meet personally with your leadership team and go over your options – without a sales pitch. And we’ll make a recommendation based on our knowledge of the health insurance industry.
5. Launch and Provide Ongoing Plan Support
   Our help doesn’t end after you’ve chosen a plan. You can think of us as an extension of your HR office – any time you have a question or need assistance with a claim, give us a call.