Being successful requires “time” to run your operation whether it’s an agency or a benefits department. Your job is to focus on your client’s needs, your agency’s goals, your objectives and financial concerns. You want comprehensive services provided by professionals with broad experience in the employee benefits field that can produce and maintain satisfied customers. Simply put you need the talent that can create more business that yields higher profits in your benefits department.
Likewise, we know our business of supporting brokers and their clients. For over 40 years, The Insurance Exchange has delivered our motto, “Giving Today’s Agents More Time to $ell”. In our chosen carrier markets, we are the leader in Broker/Client satisfaction.
Our mission is to team up with brokers to help with the group medical sales process, customer account management and renewal review. We start with your client’s medical plan analysis, then carry you through our channel of support with a multi-talented staff that takes care of all levels of servicing. We’ll build your client’s confidence in knowing they chose the right Broker to manage their employee benefits!
- Sales and benefit presentations by experienced licensed personnel
- Immediate local personal contact…not long distant telephone prompts or internet
- Dedicated Customer Service support
- Knowledgeable Renewal Consultants to help retain your business
- Increased Agency production levels that gets the carriers attention
- Trained, experienced carrier integration for faster service to you and your client
- Database administration for tracking and reporting of all levels of servicing issues
Others say they provide service…we deliver it personally!
Joe Sherman
Sales Director
15660 Dallas Pkwy · Suite 500 LB60 · Dallas, TX 75248
972.404.2621 direct · 972.991.2110 fax
Visit us on the web at:
www.TheInsuranceExchange.com