In the highly competitive benefits market that exists today it has become more and more difficult to find and place new business. Highly successful brokers set themselves apart from the “flock” by offering quality products, being more creative, providing better service, and exhibiting a greater degree of professionalism. Of course, you have to do all of this very efficiently in order to make a profit. This is where we can be of assistance to you by helping you maximize your marketing, sales, and service efforts. Please read our Mission Statement and learn about our background
Many brokers look to General Agents as just a quick source for quotes. While it is true that we generally deliver quotes within 24 hours of your request we pride ourselves in providing our brokers with many other forms of strategic support. Prior to the sales process we can help you with:
During the sales process we aid our brokers at the level of service they request and are comfortable with in:
Once the sale has been made we are available to help you with:
In an age where carriers are consolidating books of business into larger, more efficient blocks appointments are being carefully scrutinized. Carriers are starting to impose larger production requirements and the appointments of smaller brokerages are in peril.
We work with brokerages of all sizes and have a large number who have benefited from the power of consolidation and protecting their commissions by placing their business through us.
The marketing and sales experience of our principals and staff is an asset you can count on in routine as well as difficult and challenging situations. Having been Blue Shield’s top producing brokerage for a number of years (before becoming a General Agent) our familiarity and experience in working with Blue Shield and other carriers is particularly valuable in carrier comparisons, product knowledge, underwriting, enrollment, installation, customer service, claims, and, of course, commission issues.
In general, you and your clients will find the experience, competence, responsiveness, and personalized service we provide rewarding and refreshing in today’s sterile, voice-mail, automated attendant environment. Call us today to experience the difference experience makes. Æ