BROKER SUPPORT SERVICES

Indispensable Assistants

and the

Health Insurance Broker

WHO ARE INDISPENSABLE ASSISTANTS

Indispensable Assistants is a full service administrative and concierge services company. Most tasks are completed from their own office with their own office equipment which saves their clients money. The owners have over 10 years experience providing administrative support in a variety of industries working with executives, directors, company presidents and managers.

BROKER SUPPORT SERVICES

Available to brokers/agents who provide health insurance services

3 packages to choose from Monthly professional services fee great for

budgeting Custom packages available

ADVANTAGES

More time to generate new business Personal attention to current clients Better customer service Appear larger to clients without increasing

staff

SERVICE ISSUES WE COMPLETE

Employee changes Address changes Additions (Births, Marriage, etc) Terminations New employee enrollment

Group changes Waiting period changes (one change allowed

during 12-month period Group name change (submitted

w/documentation) Group address change

BROKER SUPPORT SERVICES LEVEL I

Client support email dedicated to your clients 1 business day turnaround on most requests Complete carrier quotes prior to renewal Obtain quotes for ancillary products for

potential product add on

BROKER SUPPORT SERVICES LEVEL II

Client support email dedicated to your clients 1 business day turnaround on most requests Complete carrier quotes prior to renewal Obtain quotes for ancillary products for

potential product add on Create enrollment kits for new clients and

carrier changes Reminder phone calls and emails to

delinquent clients

BROKER SUPPORT SERVICES LEVEL III

All services from Level I and II Create proposal packages for renewing

clients Assistance in researching outstanding claims

issues Create newsletter for clients

OTHER SERVICES

Social Networking Management Errands/Concierge Services Direct Mail Marketing Management Virtual Office Management Vendor Management Quotes Only Package

Quote all requested carriers Create proposal to be presented to client Contact group to request missing information

from census

FAQ

How will you identify yourself to my clients? We will identify ourselves by our name stating

that we are with your office What if my client has questions regarding

their rates? Your client will be referred back to your office

What about confidentiality? We understand the importance of confidentiality,

just like an employee in your office we will protect and respect all confidential information. In addition, confidentiality is included in our contracts.

FAQ CONTINUED Which carriers have you quoted?

We’ve quoted all major insurance carriers including, Blue Cross Blue Shield of Georgia, Kaiser, Humana, United HealthCare, Aetna, MetLife, SunLife, VSP, Unum, and others

Are you a licensed agent? No, we are not licensed which is why we only provide

support services. We can assist brokers in servicing their accounts but are not able to discuss or negotiate rates on your behalf. All quotes once received will be forwarded to your office

Will you be using online access to complete most tasks? If your client has signed up for online access, we will

complete as many tasks as possible online. We will then follow-up to ensure that the request has been completed.

READY TO BEGIN OUR PARTNERSHIP?

Contact T. Marie Brown via email at t.marie@indispensableAssistants.com or at 404.542.4938.