Our Unique Approach
An Overview for Employee Benefit Advisors
CLASSICAL Services
EXCLUSIVE Services
Consultation
Block review
Coverage strategies
Program design and carrier recommendations
Guided client consultation
Enrollment
Application preparation and processing
Billing audit
Voluntary program development and enrollment
Management
New hire and termination processing
Increase offer processing
Annual renewal review
CLASSICALServices
EXCLUSIVEServices
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