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Client Facing Team
Our Process
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Client Facing Team
Our Process
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  • Home
  • Client Facing Team
  • Our Process
  • Home
  • Client Facing Team
  • Our Process

How do we do it?

We utilize a proprietary underwriting process to identify additional savings and pass those on to our clients. Generally speaking, we are able to find more discounts in groups with healthier members. 

Does this meet compliance requirements?

Yes. Not only does our process comply with all applicable laws and regulations; we also employ a third party administrator on all cases wherein our process is utilized specifically to monitor and assist with ongoing compliance requirements. 

How to get started

Please don't hesitate to reach out via our contact form.  We will setup a brief consultation followed by a request for the necessary documents.  Hard quotes are typically delivered 5-7 days after all documents are received.  *Please note, many insurance carriers we work with experience significant delays around the holiday season which can increase processing times


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