The first decision for any prospective client is to select your broker.
We ask the questions to make sure that our working relationship results in meeting and exceeding the needs of the relationship.
Broker to broker, a big part of the value lies in the partnership with the employer in establishing objectives and executing solutions.
We have worked long and hard to gain the respect of the carriers and the underwriters. Our requests get the best attention, hands down.
We know the market, we know the products, we know the rules, and we know our clients.
We have particular expertise in large self-funded complex plans. While that is our specialty, we treat each of our clients as if they are our only client.
Our ideal clients:
- Creative and critical
- Strategic and deliberate
- Open to innovation
- Support and promote the benefit programs
- Benefit savvy
- Literate in health care finance
- Value the partnership and want the long term relationship
- Recognize our role and value
- Do not regard us as a "vendor"
- Understand benefits and health care are not commodities
- Exploit our talent, expertise
- Honest, ethical, and forthright
We don't want to work with everyone. We really don't. If it's not a fit, it doesn't work for you, and it doesn't work for us. That is just a reality.
At times, when we've been invited to talk with a group, and we find they are "bidding" (we hate that word) the group out to multiple brokers, we graciously back out.
"Bidding" compromises the quality of the proposals and diminishes the integrity of the employer. We don't do that to our clients.
