Marketing & Strategic Partnerships
We understand your client's objectives first, then use our carrier partnerships to deliver competetive rates and enhanced benefits.
What Your Team Gets
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Broker training on prospecting and maximizing revenue from existing clients
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Book of business analysis and new business development collateral
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Client-facing strategic sales support
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Escalated claims and billing issue resolution
What Your Clients Get
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Comprehensive RFPs across all benefit types—dental, vision, life, disability, accident, critical illness, hospital indemnity, and more
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Consultation on strategic plan designs aligned with their objectives
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Leveraging carrier and technology resources for maximum value
Strategic Carrier Network
Our partnerships with leading carriers deliver competitive rates and enhanced offerings for your clients.
Strategic Communications
We transform complex benefits into clear employee choices through brand-aligned materials and multi-channel strategies.
Our Approach
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Tailored communication campaigns that boost employee awareness of benefit value
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Brand-aligned materials with clear, value-driven messages
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Multi-channel deployment: emails, postcards, flyers, summaries, benefit guides
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Tactical timing that guides employee actions at critical moments
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Clear calls to action that empower employee participation
Seamless Technology Integration
We maintain strategic partnerships–supporting implementations regardless of your client's existing systems.
Technology
With 35+ vendor relationships, we transform HR technology from a challenge into a competitive advantage.
Services Available
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Comprehensive RFPs for new systems and enhanced benefit offerings
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System implementations with precision during rollouts and open enrollment
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Post-enrollment data management ensuring day-one claim readiness
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Automated EDI feeds and discrepancy resolution
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Rapid troubleshooting through escalated partnership channels