Custom Marketing Plans

For Brokers





We work with you and your producers to identify clients who would benefit from our services.  We customize a marketing campaign and help you execute it with support that fits the level of involvement you want to have.  You can take full control, or we can market for you with regular reporting on results.

Clients that respond to outreach receive a full benefits review.  We're not just looking at their voluntary benefit plans, we take a deeper dive into how those plans interact with and complement other employee plans, how they're communicated and how well they're supported by current carriers and vendors.

Once we understand their needs and talk to carriers, each client receives a custom recommendation that shows what carriers and products we reviewed, the strengths and weaknesses of each, which we recommend and why.  If you like, you can be the one to deliver this as part of your due diligence.

Each enrollment begins with a written plan that clearly defines the education and enrollment methods to be used, services provided, timelines and expectations. 

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We serve clients in all 50 states, PR and Guam