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Servicing

Servicing group medical insurance has been our core competency for over 30 years. We have helped new brokers gain the confidence to expand their business and assisted seasoned brokers with their expanding workload. With healthcare reform a reality, servicing will be more important than ever. Our licensed and highly trained staff can assist you and your groups with:

Quoting

• Our quoting staff will work with your office to make sure quoting information is accurate and complete. Many quoting services don’t do the extra effort needed to ensure your quote is accurate. The Insurance Exchange staff is trained to gather all the needed data to provide you with the most accurate quote with an expedient turn around time.

Customer Service

• Our award winning customer service staff is available to assist you and your clients with any group medical issue that comes up. Thanks to our exclusive carrier relationships, we have real-time computer access to systems few other servicing companies have. All of these features are available as passthrough services, so your groups see these services as coming from your office. Some notable services include:
  • Assistance with EOBs
  • Billing questions/disputes
  • Benefits questions
  • Transition of benefits from one carrier to another
  • Bilingual representatives
  • Additions, terminations, and changes
  • True offloading of issues from your office to ours

Enrollment

• Almost all servicing offices are not equipped to provide onsite enrollment services to groups down to two lives. The Insurance Exchange believes that two life groups still need quality guidance. We are available to assist the broker with enrollment meetings varying from two lives to two hundred (or more).  We also can provide bilingual enrollers when needed.

Renewals

• One of the most trying times for many brokers is during the enrollment phase of a group’s life. The Insurance Exchange begins work with you on your group’s renewal at least 90 days in advance. Our representatives will work closely with you and the carrier to maximize benefit offerings, while minimizing cost fluctuations. Our renewal department boasts higher than average retention combined with product and market knowledge that you cannot find elsewhere.

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