Our business revolves around your business.
Exceptional service is what makes us stand out.
When you work with Excelsior, you get a responsive partner who becomes part of your team. As specialists in small and large employer group sales, we can keep you up to date on healthcare legislation, state provisions, and Department of Insurance (DOI) regulations.
We’re here to help you position your sales presentation, navigate the carrier process, or support your renewal business. Whatever you need, we’re here to help.
We guide you through the entire sales process – from developing a winning sales presentation to closing the deal.
We assess your existing product offerings, identify products that may increase your sales, and offer suggestions to maximize your group business.
We offer guidance to assist navigating your local market opportunities. Our deep knowledge of product offerings, plan designs, and commission structure for each carrier as well as local regulatory requirements can help you grow your business.
We know which medical and ancillary products pair well together and can help you strategically cross-sell worksite benefits.
We offer an annual renewal consultation prior to your anniversary date. Excelsior is your resource for required renewal documentation and rates, alternative plan options, and plan changes.
We can help employers diversify their benefits with our deep understanding of health reimbursement arrangements (HRAs), health savings accounts (HSAs), and other alternate funding options.
When it comes to carriers, we're here to help.
We partner with multiple carriers—which forms to use and who to contact for cases, contracts, and commissions.
We provide insight into navigating carrier portals – accessing information, forms and marketing materials.
Whether it’s through an online or paper process, we can assist with case submissions and ensure things run smoothly. We make sure everything runs smoothly.
With our expertise, we can guide you on what networks are the best fit for your clients.
With specific appointment requirements for each carrier across different states, we can guide you through the carrier appointment process.
We help you stay up-to-date on carrier incentive programs, products and quoting trends, competitive deductible rates, and general carrier announcements—so you don’t have to.
We’re not just accessible.
We reach out to you—a lot.
If we already had your contact information, we would reach out to you to see if you needed anything. Until then, you need to make the first move.
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