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Relationships

In today’s business world, it pays to have connections. That’s why at The Insurance Exchange we have teamed up with local banks, CPA firms, and payroll companies who can provide all the necessary tools to run your business, with the customer focused attitude you expect from us. Our Trusted Partners are one vetted business that can provide your clients with products and services that they need, without jeopardizing your relationship. Many banks, payroll and HR companies try to push group medical benefits to their customers as part of a ‘package’, which could cause you to lose business. The members of our Trusted Partners program do not insurance and will not push insurance products to your clients.

Latest Updates

• Medicare Estimation for UHC Fully Insured and Level Funded Groups
• UHC CAA Gag Clause Confirmation of Compliance now available
• October Updates
• Warner Pacific Parent Company Completes Acquisition of Foster Benefit Resources
• UHC JULY UPDATES
• UnitedHealthcare Level Funded and Fully Insured Updates
• UHC COVID-19 At-Home Test Benefit
• New Forms Required
• AllSavers Name Change
• All Savers Portfolio Update

"Your office does an exceptional job, in my opinion. I am sure you have brokers who do much more volume than I could ever do. Your employees, however, make me feel like I am the biggest producer you ever had. As a 'one man show', that support is very important to me. I have thanked you before, for the excellent service I receive from your firm. This is not exactly a redundant thanks – because your people keep doing the things that deserve additional thanks.

Thank you for having such a good staff."

Steve R.
Agent