Our Unique Approach

An Overview for Employee Benefit Advisors

CLASSICAL Services

EXCLUSIVE Services

Consultation
Block review

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Coverage strategies

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Program design and carrier recommendations

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Guided client consultation

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Enrollment
Application preparation and processing

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Billing audit

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Voluntary program development and enrollment

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Management
New hire and termination processing

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Increase offer processing

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Annual renewal review

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CLASSICAL
Services

EXCLUSIVE
Services

Block review

Coverage strategies

Program design and carrier recommendation*​

Guided client consultation

Application preparation and processing

Billing audit

Voluntary program development and enrollment

New hire and termination processing

Increase offer processing

Annual renewal review