Ancillary Quoting and Service
One request, up to seven carriers
Eliminate multiple contacts between agent and ancillary carriers
No commission split!
Agent will remain as the AOR on every case
Spreadsheeting service available with professional analysis
GA Ancillary Services
Ancillary Quoting, Service, and Sales Consultation
Quoting, spreadsheeting (upon request)
New Business Processing
Ongoing service
Member Management
Agents can choose to work with us on one or all of our carrier partners
Ancillary Quoting Process
02
2-9 and Delta Dental quotes can be same day, we recommend a phone call to Joel for urgent quote requests
03
10+ turn around times depend on the carrier. Five business days is timely
04
LTD takes a little more time
05
Spreadsheets need two days after all quotes are in
Regardless of the Group Size:
Benefit Descriptions (certs, policies, benefit summaries)
An Excel Census with total number of employees (not only those enrolled)
Employer Contribution Amounts
Current and Renewal Rates (if available)
Current Experience (if available)
Experience Requirements
for Groups 100+ Lives
Dental
24 months is optimal, broken out monthly with paid claims, paid premiums and monthly enrollment
STD
24 months is optimal, broken out monthly with paid claims, paid premium and monthly enrollment
LTD
Open/Closed claims report
