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Brokerage Services

EGP serves the independent brokerage community by providing access to quality, competitive insurance carriers and unrivaled service and support of their product lines, through our wholesale brokerage division.

Through our general agency contracts, our partner carriers have benefited from our excellent working relationships with our valued brokers and the development of profitable, properly sold business portfolios with high levels of retention. As a result, we are afforded flexibility, stability and dedicated service sources to provide the highest level of service to the brokers and their clients which, in turn, creates an efficient environment for additional sales production.

Plan Design review and consultation - A key service provided to our brokers is a comprehensive analysis of carrier products and plan portfolios.  We determine the most efficient products from both a pricing and benefit perspective.  Partnering these resources with an analysis of a plan’s current program provides the broker with an effective strategy to serve their client.

Small Group quoting - Small group quotations are produced from our office, improving the turn-around time and quoting efficiency.

Case Submission - The EGP staff reviews and submits new cases to the underwriting departments.  Quality submissions result in improved underwriting response.

Customer Service - The EGP staff has dedicated contacts to resolve escalated service issues, allowing the customers HR department and the brokers to be more efficient.

Enrollment assistance and Employee Meeting support - Experienced service representatives are available to assist in enrollment and conducting employee meeting.

HSA and HRA consulting and service - Enterprise Group Planning is the premier consultant and administrator for high-deductible plan implementation and HRA programs.

 

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5910 Harper Road · Cleveland, OH  44139  Ph: 440-349-2210