Already have your benefits in place?
Here are two options to consider:
Option 1
You like your current insurance provider:
Appoint us as your “Agent of Record” (AOR)
In most cases, signing a one-page document allows us to take over your plan as it is today. No additional costs & employees have no idea a change has even happened. We simply inherit your plan as-is and take over from the incumbent advisor.
Option 2
You want a fresh start with a new insurance provider:
With some basic historical data from your plan, we’ll quote your plan elsewhere.
Our insurer partners typically want to see claims history for the past two years, employee census information and the existing plan design.
