Commitment
- Review your request for proposal submission & submit to carriers within 48 hrs.
- Respond to all inquiries within 24 hrs.
- Advise you on the carrier selection
- Provide results of market surveys within 15 business days
- Provide assistance in the carrier selection process
- Provide assistance in making recommendations on plan design, cost containment initiatives and alternative funding
- Provide you with a complete client ready sales package
- Review and submit all new group material to carriers
- Upon receipt from our carriers, we will review renewal reports with you promptly, as well as provide quarterly reports on larger group clients
- Provide ongoing support to our Advisors and their clients by providing day-to-day servicing for any issues or problems that may arise
- Be a leader in compliance to industry regulations and will expect all Advisors to follow and comply with them
- Communicate regularly with our Advisors through email, telephone or the website
- Offer our Advisors opportunities for training and development