Our Resources and Capabilities

We offer expert customer care and administration to run programs smoothly and efficiently; marketing and sales resources that help make your program successful; strong account management to work alongside you in your efforts; and, of course, a huge menu of products and services that allows you to satisfy virtually any need for any insurance program by any group.

Customer care and communication

• Billing and Collecting Premium
  • Online Payment Functions
  • Credit Card
  • ACH
• Policyholder Service/Member Experience
• Process Applications and Manage Underwriting Experience
• Issue Certificates
• Provide Exceptional Customer Experience
• Manage Member Data Securely
• Customer Engagement - Online and Offline

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Marketing and sales resources

• Strategic Planning: (B2C and B2B)
  • Carrier and Product Positioning
  • Marketing Planning and Execution
  • Digital and social media
• Multi-Channel Marketing
  • Highly Personalized and Targeted Direct Mail
  • Targeted Email
  • Relevant Social Media Presence - Engagement and Brand Building
  • Retargeting
  • Digital Models
• Budget Management and Lifetime Value Modeling
• Provide Database Management for Marketing Purposes
• Systematic Marketing and Engagement:
  • B2B (P&C Programs)
  • B2C (Life and Health)
• Digital/Email Marketing Models and Sequencing: Planning and Execution
• Website and Portal Innovation
• Product Development and Research:
  • Conduct Plan and Benefit Comparisons
  • Develop Marketplace Rate Comparisons to Ensure Competitiveness
  • Secure Simplified Issue and Guaranteed Issue Offers
• New Member Models
• Multi-Channel Planning and Execution
• Develop Marketing Creative
• Social Media (Facebook/Instagram/Twitter): Ensuring Robust Content
• Website and Microsite Development - Innovation and Maintenance
• Marketing Results Reporting (All Channels)

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Account management

• Dedicated Team of Experienced Professionals
• Financial Stewardship: Both Pooled and Experience-rated Retention Analysis and Recommendations
• Monthly Reporting on Key Performance Indicators
• Quarterly Client Meetings: Minimum
• Carrier Interface
  • Experience Reports
  • Securing Special Offers for Members
  • Claims Assistance
• Product Development

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Product summary

• B2C
  • Term Life
  • Annual Renewable Term (ART)
  • Level Term: 10-Year and 20-Year
  • Long Term Disability
  • Dental Insurance
  • Practice Overhead Expense
  • High Limit Accident
  • Hospital Income
  • Long Term Care
  • Personal Lines (Auto and Home)
  • Pet Insurance
• B2B
  • Professional Liability
  • Business Owners Package
  • Cyber Liability
  • Small Group Medical