Case Study: Insurance Broker


Client had a large account but wasn’t getting the premium that he expected from it.  He spent more money on administration costs and was operating at a loss dealing with multiple per diem enrollment firms.   It was not working and he knew it wasn’t working but he didn’t know what else to do and how to do it.


We implemented our Proprietary ERB System to the account.  This includes account managers, presentation systems and expert group presenters.  Our expert team of Agents understand that the old pushy salesman is no longer needed and the most important thing to do is educate the employees on the benefits being provided to them.


We had 1000% percent growth within the first year.  The business owner was happy because less time was spent enrolling and overall employee morale was up due to the benefits being provided to them.

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