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As an employer or administrator of a company benefit plan we understand you have many choices when selecting an agent or broker. Everyone
promises low rates and great service. We've said it too. Our difference is that we choose to be a customer-driven company. It isn't about
what works for us; it's about what works for you. Who works for you.
One thing we recommend first is to have a prospective client compare our Services Checklist against the services being provided by their
agent or broker. Our list of standard services covers eighteen areas of employee benefit administration. Eighteen! And they cost you
nothing! Ask yourself this key question - is your broker working for you or out of touch until renewal?
Working with a full-service agency - such as Heritage Benefit Consultants - is like gaining a professional consultant at no additional
cost. Rates are rates - and any agent who contracts with insurance carriers has access to the exact same rates to present to clients. It
really does come down to the services you get and the relationship you have with your broker. Rate your overall experience and
satisfaction with regard to your employee benefit plan? Is it okay? Good? Could it be better?
Our challenge is this - partner with us through one renewal and plan year and experience the difference that working with professionals
can make.
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