Broker Support
We Help You Write More Business
Focused, efficient, and innovative support to help you grow your book of business and retain more clients
Your clients trust you to guide them towards plan selection and hassle-free benefits administration, and we take your commitment to them seriously. Together we'll create a first-class benefits solution and deliver a transformational client experience.
Turnkey Solutions That Deliver a Better Experience for Your Clients
Grow your business with competitive options and innovative solutions
We're in this together
We are your back office support, whether it's helping you position your pitch, using our carrier negotiating power, or managing new client implementations or supporting renewals:
- Expert sales and underwriting staff
- Single-source quoting, proposal creation, and coordination of paperwork
- Dedicated carrier sales contacts
- Dedicated Account Manager
- Project-managed implementations
- Strategic assessment for add-issue opportunities
Unique small and large group contracts with major insurance carriers
- No impact to premium or broker compensation to use PPI
- Broker maintains broker of record and is eligible for all bonus programs
- Exclusive carrier subsidies offset technology and administrative services costs
- Clean EDI with managed fall-out oversight
- PPI-dedicated carrier contacts
- Off-platform carrier integration options
Transforming the benefits experience
A single-source for benefits administration services and technology to simplify enrollment and day-to-day benefits tasks:
- Consolidated enrollment & eligibility
- Combined carrier billing and reconciliation
- Integrated COBRA and consumer accounts administration
- Payroll and HRIS connectivity options
Fully supported technology solutions
See how our top-line national carriers combined with innovative technology and administrative services bring more value to your clients.
- Award-winning technology that simplifies administration
- Employee online self-service that improves the benefits experience
- Clean electronic carrier connectivity
- Options for integrated COBRA administration and consumer accounts
- Clear insights at a glance with real-time reporting
- Transaction history by date, time, and user
- Data is safeguarded with the highest security protocols
Compliance
Tools and services to ease the burden and assist your clients in maintaining compliance.
- 5500 filing for PPI-billed coverages
- Annual contribution report to help with ACA W-2 reporting
- Zywave Client Portal for HR and compliance content, apps, and resources
- HR Hotline
- Bi-weekly Compliance Corner e-newsletter
- Washington Update, for urgent regulatory issues impacting the benefits industry
Our team is your team
Exceptional service is important to you. Our dedicated experts are available to promptly resolve any issues, answer questions, and assist you and your clients in maximizing our services.
- Email and phone support for assistance with billing, eligibility, and technology issues
- VIP contacts for preferred carriers
- Help with urgent enrollments
- Online Help Center
32+
Carriers
with top-level agent and TPA contracts
1,700+
Clients
nationally, concentrated along the Eastern seaboard
200,000+
Members
by way of a single enrollment experience
$700M
Billed Premium
through our consolidated billing platform