Sourcing, negotiating, and placing employee benefit plans — leveraging carrier relationships and market expertise to secure competitive coverage and pricing.
We market your group to top carriers, manage data, solicit proposals, and evaluate funding options — fully insured vs. level-funded.
Handle annual renewals and remarketing, negotiate rates, terms, and plan designs, and manage funding arrangement changes.
Develop open enrollment strategies, coordinate materials, set up carriers and platforms, and support OE execution.
Act as your dedicated liaison, manage high-level issue escalations, and foster strong relationships with carrier teams.
Provide required plan documents, support OE notices, and offer general guidance on compliance requirements.
We'll shop your renewal to top carriers and bring back clear, side-by-side recommendations.
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