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Provide large case consulting
to small to mid-size companies (employer groups from 2 to 500 employees)
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Provide advise and assistance in the placement of Individual Life Insurance, Disability, Long Term Care and Health Insurance.
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Provide superior customer
satisfaction by the use of senior level personnel (10 or more years of
experience) and the optimal use of technology.
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Establish long-term
relationship based on mutual respect and the confidence that our clients'
goals and objective are our prime concern.
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Act as client advocate,
resource and support in the periodic review of products and services.
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Take a solution-based
approach to problems versus a sales approach (product sales).
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Understand the goals,
philosophies, and cultures of the company to better accomplish company
objectives.
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Provide the company
with a perspective of what the marketplace is doing.
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Provide Human Resource assistance in
developing and refining Employee Handbooks, establishing Human Resource
policy and integrating practices with the written document.
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Furnish Benefit Outsourcing to enable small
employers to focus on business related issues rather than insurance
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