Use Key Resources and Level Funding to Get Ahead

Seek support from a level-funding subject matter expert, such as a sales consultant, who can advise you about the plan flexibilities their carrier/third-party administrator (TPA) has available. This can save you time and effort so you can devote more to prospecting and retaining current clients.

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Our expert problem solvers can help customize level-funded plan designs to meet your clients’ needs and budget. Try our recently expanded simplified underwriting, available for groups with 25 or more enrolling employees. And, you can earn more with our new bonus. When you sell level-funded solutions, you provide your clients with an affordable alternative to traditional self-funding or fully insured plan designs.