Exceptional service is what makes us stand out.

When you work with Excelsior, you get a responsive partner who becomes part of your team. As specialists in small and large employer group sales, we can keep you up to date on healthcare legislation, state provisions, and Department of Insurance (DOI) regulations.

We’re here to help you position your sales presentation, navigate the carrier process, or support your renewal business. Whatever you need, we’re here to help.

Broker Support

 

Comprehensive Sales Support

We guide you through the entire sales process – from developing a winning sales presentation to closing the deal.

Book of Business Consultation

We assess your existing product offerings, identify products that may increase your sales, and offer suggestions to maximize your group business.

Market Consultation

We offer guidance to assist navigating your local market opportunities. Our deep knowledge of product offerings, plan designs, and commission structure for each carrier as well as local regulatory requirements can help you grow your business.

Product Positioning

We know which medical and ancillary products pair well together and can help you strategically cross-sell worksite benefits.

Renewal Business Consultation

We offer an annual renewal consultation prior to your anniversary date. Excelsior is your resource for required renewal documentation and rates, alternative plan options, and plan changes.

Alternate Funding Strategies

We can help employers diversify their benefits with our deep understanding of health reimbursement arrangements (HRAs), health savings accounts (HSAs), and other alternate funding options.

When it comes to carriers, we're here to help.

Carrier Support

 

Navigate Multiple Carriers

We partner with multiple carriers—which forms to use and who to contact for cases, contracts, and commissions.

Assess Carrier Portals

We provide insight into navigating carrier portals – accessing information, forms and marketing materials.

Submit Accurate Cases On Time

Whether it’s through an online or paper process, we can assist with case submissions and ensure things run smoothly. We make sure everything runs smoothly.

Build Strong Ties With Networks

With our expertise, we can guide you on what networks are the best fit for your clients.

Oversee The Appointment Process

With specific appointment requirements for each carrier across different states, we can guide you through the carrier appointment process.

Keep You On Top Of Trends

We help you stay up-to-date on carrier incentive programs, products and quoting trends, competitive deductible rates, and general carrier announcements—so you don’t have to.

We’re not just accessible.

We reach out to you—a lot.

We Stay in Touch

  • We reach out after each case submission.
  • Follow up after each sale.
  • Offer ongoing training on products and industry trends

If we already had your contact information, we would reach out to you to see if you needed anything. Until then, you need to make the first move.

Let's Chat