The process is more straightforward than most owners expect. It usually begins with a short discovery call to understand your team, your budget target, and your desired start date. From there, you provide a simple employee census, which is the basic information carriers need to quote accurately. We provide a template so this step is quick.
Next, we build two or three plan designs, shop multiple carriers for the best value, and walk you through the trade-offs with a clear recommendation. Once you choose, we handle the paperwork, carrier setup, and the steps to enroll your employees, then support you through billing questions, coverage changes, and renewals throughout the year.
Timelines vary with your team’s size and start date, but a small business quote is often ready within a few business days. Because we manage the details, you get a competitive plan without spending days on hold with insurance companies.
