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At a time when most brokers and consultants like
talking exclusively about the big things they do
such as plan design and premium savings, we like
to highlight the small things that make such a
difference to our clients:
  • A “live” person answers the office phone from 8:00 am to 5:30 pm

  • All calls are returned on the day they are received

  • Our CEO is accessible and involved in the daily operations of our firm

  • Two Employee Benefit Specialists specifically dedicated to each account

  • A state-of-the-art database system that provides information to ensure an organization’s goals, needs and information are always current and available

  • An increase in human resources productivity by having a benefit website to answer participant questions

  • 12 month calendar, quarterly meetings and a four-month lead to renewal review

  • Educational seminars that address federal and state legislative changes, current industry practices and policies and changes in the benefit industry

  • A long relationship with the major insurance carriers in the area that facilitates rate negotiation and assertive plan design

  • Diamond Agency with Anthem Blue Cross and Blue Shield

  • One of the largest Optima producers in Hampton Roads

  • Two associates who have achieved the CEBS designation and seven more working toward the designation

  • More expanded benefit resources from USI Insurance Services

  • Director of Underwriting leads team that strategically identifies cost drivers  and solutions

  • Director of Population Health Management available to encourage and   develop wellness solutions for clients

 

See our Client Testimonials


 
 

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