- 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
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- 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
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- 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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