SUBMISSIONS

Submissions Process of Insurance Policy Document at office

Don’t let the submissions process slow you down.

Wow your clients and increase your profitability.

WE CAN HELP

Our brokers have more time to focus on their clients and are more profitable because we take care of the backend work.

When you submit your paperwork to our team, we take on the time-consuming tasks that would normally slow you down and hold you back from generating new business.

When we take care of the paperwork and fulfillment details, your groups can be approved and receive their ID cards in a timely manner.

Two men talking and working on submission process of insurance policy documents

WE CAN HELP

How We Do It

We make any changes that are needed by the group such as additions, deletions and revisions to current information on file.
If issues arise, we work to fix them quickly so you don’t have to.
We know the underwriting guidelines, which saves you time and makes for a seamless process.
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Strengthen your client relationships with added value.

Gift your clients’ employees the tools they need for financial success.

As a Choice broker you’ll have exclusive access to FreedomU.com, a financial education experience with assessments, videos, courses and more – offered at no cost to your brokerage.

About Us

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Services We Provide

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Employee Benefits

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