Excelsior practices a white-glove approach to fully service your needs. Whether it’s helping to position your pitch, navigate the carrier process, or support your renewal business, we’re here for you.
Excelsior is well-versed in small and large employer group sales, healthcare legislation, state provisions, and DOI regulations. Our expertise allows us to offer you information and strategies to help enhance your business and increase your income.
We guide you through the entire sales process—from developing a winning sales pitch to presenting your pitch to closing the deal.
We assess your existing product offerings, identify products that can increase your sales, and help you determine how you can best maximize your group business.
We are your guiding partner in navigating your local market. Our deep knowledge of product offerings, plan designs, and commission structure for each carrier as well as local regulatory requirements can help you close the deal.
We know which medical and ancillary products pair well together and can help you strategically cross-sell worksite benefits.
We provide a yearly renewal consultation prior to your anniversary date. Excelsior is your resource for required renewal documentation and rates, alternative plan options, and plan changes.
We help you diversify how employers fund their benefits through our deep understanding of health reimbursement arrangements (HRAs), health savings accounts (HSAs), and other alternate funding options.
Excelsior is your carrier relations expert. You don’t have to contact carriers about your appointments, contracts, or anything carrier-related—unless you want to. Joining Excelsior allows you to leverage our carrier competencies that include:
We know how each carrier process works—we know the right forms to use and who to contact for cases, contracts, and commissions.
We understand how to submit cases for each carrier whether it’s through an online or paper process—we make sure your submissions go through smoothly.
We assess each carrier portal to let you know how to easily access the information, forms, and marketing materials you need.
We know the specific appointment requirements for each carrier across different states and will guide you through the process.
We know which hospital systems are in a particular network and can guide you on what networks are the best fit for your clients’ needs.
We provide the latest information on carrier incentive programs, product and quoting trends, competitive deductible rates, and general carrier announcements.
We care about your business because we care about service. We are proactive in maintaining a relationship with every broker we partner with. And we are accessible—you can always reach us for help.
We reach out to you after each case is submitted to help answer any questions you may have.
We stay in touch throughout the year and reach out if we haven’t heard from you in a while.
We follow up after each sale to further assist you.
We provide ongoing training to keep you up-to-date on products and trends.