We are committed to helping our brokers become the best in their chosen field of expertise. As a leading benefits provider in Virginia and North Carolina, we offer the tools and services that will help you succeed. If you’re just starting out or are a seasoned agent, we strive to provide the assistance, tools, technology and training that’s required for you to excel and help you bring quality services to your clients.

Please take a close look at the services we provide for you and your clients. If you have questions or would like additional information, just give us a call. We look forward to working with you.

  • Premier Carriers & Products
  • Broker Meetings & Training Programs
  • Newsletters & eBlasts
  • Access to Full-Time Compliance Specialist
  • Compliance Documentation & Websites
  • Software Solutions
  • Personalized Website
  • State of the Art Quoting Tools
  • Customer Relationship Management (CRM) System
  • Medicare Expertise & Training
     

Customer Relationship Management (CRM) System 

How can our CRM help? It will allow you to manage your interactions with current and future clients using technology to organize, automate and coordinate sales and marketing.

  • Organizes your clients in a central database
  • Allows you to email all clients at once or clients grouped by carrier or effective date. This is helpful if, for example, the carrier changes a form and you want all of your clients to have the new document.
  • Notifies you 120 days ahead of group renewals
  • Is stocked with email templates for the most utilized forms and communication

Learn more about TFAEdge here.

Personalized Website 

Want to sell online? Then you have to be on-line. We build you a website that is linked to your broker page with each carrier as well as Healthcare.gov. The website also gives you the ability to showcase other services you offer and, if you're in Virginia and place your business with us, it's free. If you work or reside outside of Virginia we have a low cost solution for you too. Contact us.

Group Quoting Tool 

TFAEdge gives you the ability to input a single census and get proposal ready output for all the carriers and plans you choose! (medical, dental, vision and legal) If the employer doesn't have access to all of the information (spouse and children's ages or household income), TFAEdge can gather each employee's individual data via a secure online survey. That data is then automatically stored into the client information so you can:

  • Prepare quotes
  • Discuss potential pay or play penalties with your larger clients
  • Discuss whether a Split Decision would be helpful to your small group clients and their employees

Learn more about TFAEdge here.