Earn Passive Revenue and Round Out Your Benefits Portfolio
Most brokers don’t enjoy the individual lines of health insurance or other coverages because the compensation is nominal for the amount of time invested. We agree! We’ve automated the process for individuals to quote themselves and sign up without broker involvement. Not only do you receive passive revenue, but more importantly, you are building relationships while guiding people to the care you recommend and also growing your reputation in your market.
Automated Health Insurance
Retirement Life Insurance
Legal Services and Identity Protection
Fully funded FSAs
Long-Term Care Insurance
We have tools to strengthen your benefit package with additional offerings and the ability to build employee loyalty by offering coverage to dependents that are not covered 100% by the company.
We can help your agency too with the best recruiting tool in the industry!
Many agency owners are challenged with identifying great staff, and the overhead cost of keeping great people once they do. Our solution funds up to $60,000 of their total compensation including:
Guaranteed Issue Life Insurance
Statutory W2 Tax Payment
$2,000 monthly stipend
How? We ask that you direct some of your Life and Disability policies to us when it makes sense.
New Client Acquisition & Marketing Tools
We know that anyone can come to you to recommend additional lines for you to sell to your current clients. We believe that if we can help you grow your book of business faster than you thought possible, then we will build trust for a growing partnership with you. We love to help companies ‘Make More Money and Keep More Money.’ and want the opportunity share with you the unique tools we’ve developed.
We can capture waste within a company and repurpose it to provide value. This arms your brokerage with the best appointment-setting and rapport-building tool in the industry. Partnering with us, you will be able to offer your clients:
A zero net cost benefit that provides employees with an after-tax medical reimbursement. The program provides a $500 annual tax savings per employee to employers.
Employees may be eligible to receive an after-tax medical reimbursement that can pay for our wellness program. This can be used to lower liability for the company and empower brokers when negotiating health and workers comp insurance rates.
Business owner can receive no-cost benefit of their choice: Business Overhead Expense Coverage, Disability, or Retirement Life
This is funded through capturing existing waste in an unregulated financial sector of your business by a non-profit partner.
Partially or Fully Funded PPE/UV-c Lights and Healthy Workplace versus Pathogens
A partner can capture waste from company utility bills as far back as the past three years. There is no cost for review, and they are compensated with 50% of the savings. ($10 million was captured from City of Denver)
Business Tax Incentives & Expense Reductions
Our technology can tell an organization in five minutes or less, the amount of money that can be directed into their liquid cash reserves.
Leveraging a proprietary software and a high interest savings account allows businesses to view a path to eliminate employer/employee debt in 10 years or less. (Including mortgage and business debt)