Broker Services

Why do you need a broker?

Take advantage of competition between carriers and innovations in financing to reduce cost.

Serving the Valley since 1972

Broker services you can depend on and trust

1. Review of the marketplace

  • Conducted annually or at client’s request
  • Analysis of claims and employee demographics
  • Comprehensive written overview of in-force and optional plans
    • Fully-insured and self-funded
    • Comparison of plan types
    • Comparison of plan benefits
    • Comparison of price
    • Data customized to meet needs of various corporate executives
  • Explanation of underwriting criteria
  • Description of market trends
  • Description of new types of benefit designs and provider access

2. Annual Open Enrollment / When coverage changes

  • Benefit Plan Analysis & Comparisons
  • Benefit Contract Reviews
  • Employee education
    • Written communication
    • Employee (group and/or individual) meetings
  • Ease plan transition
    • Ample lead time premeditated
    • No new applications when ever possible
    • Attention to special medical situations

3. Well-trained, licensed customer service personnel available

4. Comprehensive services through affiliated professionals

  • Human Resources
  • Attorneys
  • Actuary
  • Document Writers
  • Health Care Providers

5. Service tracking system

6. Ongoing claims resolution and appropriate communication to employee and employer

7. Electronic benefits management for large employers

8. Response to miscellaneous client requests when ever possible

We are here for you

Contact us today—call or email

Testimonials from real clients

Customer service satisfaction is our #1 priority!

"The service that we receive is exceptional and I am very pleased with the responsiveness of the staff."
"We have been extremely satisfied at all levels of your service and appreciate our partnership with you."
"I appreciate the follow through on all calls or inquiries. The whole team is the best!"
"All staff at Barthuli & Associates has been wonderful and very much appreciated for all their help, support, patience and assistance with meeting our budget needs."

Take the first step.Contact us for a free quote.