Broker Resource Centre

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EMPLOYEE CENSUS
AGENT OF RECORD CHANGE
CARRIER CLAIM REQUEST FORMS
Plan Doc Setup FORMS
Virtual Consultation
ANCILLARY CARRIER LINKS
SHORT TERM MEDICAL CARRIERS
INDIVIDUAL DENTAL AND VISION QUOTES
CARRIER UNDERWRITING DOCUMENTS & FORMS
AGENT SHAREFILES
compensation statements

Tools to Run Your Business Broker Resource Centre

QUOTE

UNDERWRITE

ENROLL

Our preferred vendor, proprietary benefit comparison spreadsheet, census import system, and digital enrollment platform will save you time and help you sell more business with our easy-to-use intuitive technology. Our all-in-one quoting capabilities deliver a dynamic broker sales experience and will help you operate your business more efficiently while:

  • Significantly increasing your client revenue

  • Close business faster

  • Streamline administrative functions

ARE YOU LOOKING FOR A NEW BROKERAGE HOME?

Top Reasons for Moving Your Block of Business

  • You Want Higher Payouts

  • You Want Faster Payouts

  • You Want Greater Transparency of Compensation

  • You’re Unhappy With a Change in Management

  • You need to Compete More

  • You want Access to a Service Team

  • You’re Having Money Issues

  • You Want to Retire

  • You Want to Relocate

  • You’re Burn-out

  • You’ve Experienced A Health Change

  • You Got Something Else in Mind

  • Your Having Challenges with your Business Partner

  • Death of Owner

  • You Want a Clear Succession Plan

  • You Want Access to Better Technology

Our Why?

To create a community of autonomous brokers that leverage the time and talent of others for the betterment of our clients and to compete more effectively in our ever-changing marketplace.