You do what you do best. We do the rest.

We are committed to providing easy access to the resources you need to operate effectively in the market. Some practical items are contained in this section. Health reform, regulatory, carrier, and compliance updates are published our blog section. We host relevant seminars and training workshops throughout the year. And, our service teams are ready to respond to questions or specific needs as they arise.

The Quote Requests section provides links to important forms and checklists. We invite you to make them your own and use them. Our small group census template is precise. We use it to drive our Batch quoting platform and strongly encourage you submit requests using it.

Consistently requesting HB2015 reports and maintaining those reports is an important component of providing value-added consulting services to all employers, including small group. You will find our Claim Requests useful in navigating the complicated, formal request processes unique to each carrier. Use it as a guide.

We include a handful of enrollment kits on this website. Your service team can provide you with all enrollment materials that are not hosted on this site. Please reach out to them with any questions.

There is always a learning curve in the marketplace. Our team stays ahead of it, minimizing confusion and frustration for our broker clients.