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Professional Services

  • Assist in qualifying prospects
  • Assist in gathering data for proposal presentation
  • Professionally market your account with the appropriate insurance companies
  • Provide complete premium, benefit, and physician analysis
  • Provide expert sales advice
  • Provide web-based or desktop health insurance rating and physician lookup software
  • Assist in conducting sales presentations
  • Complete enrollment support
  • New business processing
  • Offer friendly, knowledgeable, personalized customer support
  • Market accounts prior to renewal
  • Assist in renewing existing accounts
  • Solve broker commission issues
  • Licensing
  • Providing detailed broker productions reports
  • Provide quarterly CGS updates, including current insurance company rates and changes within our industry
  • Conduct broker training seminars on hot products
  • Free continuing education courses
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