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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 - no decisions made in a corporate headquarters in another state

  • 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

  • Monthly educational seminars that address legislative changes on both federal and state level, 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

  • Three associates who have achieved the CEBS designation and eight more working toward the designation

 

See our Client Testimonials


 
 

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