As active listeners, we are able to pick up on client cues and understand our client’s needs, wants, desires and concerns.
We have partnered with many brokerages around the country and continue to look for additional strategic growth opportunities. In working with our partners, we have managed to grow their business while increasing customer satisfaction within their organization.
Our approach to client flexibility involves looking at each situation individually. This enables us to engage our clients in a way that works best for them, not us.
Setting higher standards and questioning status quo allows us to generate innovative solutions.
By raising the bar, we take initiative and anticipate the needs of our clients, focusing on results and overall client satisfaction.
Our office has existed for 16 years, so we have seen what works and what doesn’t. We have learned and adapted over the years and created systems to make sure our brokers and clients get the best of everything we have to offer. The end result is our clients and broker partners working with one of the best voluntary agencies in the country that continues to grow year after year. We continue to grow at a strategic pace through many of the value added services we provide such as one-to-one benefit counseling, benefit statements, core enrollments (enrolled $25 Billion of core benefits in 2013), dependent verifications and many other services that can help differentiate both a broker and client from competitors.