Switching brokers changes the service, not the coverage.
Contractors put off switching because they picture a new carrier, new cards and a crew full of questions. A broker of record change is none of that. Here is the whole process.
- 1
A fifteen-minute walkthrough.
You see the platform on your own phone and we hear how your renewal has gone.
- 2
We read your renewal.
Send the renewal letter and a census. We come back with a comparison of your current plans against the market in a few days.
- 3
You sign one page.
The broker of record letter names us as your agency with your current carriers. It does not change your plans or your rates.
- 4
The carrier processes it.
Usually a few weeks. Your coverage runs the whole time; nothing lapses.
- 5
We build your site before the next enrollment.
Your plans, your contribution, your branding, your payroll connection. Then your crews enroll from their phones.
What stays the same
- Your plans
- Your rates
- Your carriers
- Your ID cards
- Your provider networks
What changes
- Who negotiates your renewal
- The platform your people use
- Who your crews call with a question
- How payroll and the carrier get their data