Time to make a change to your group benefits plan? 

You know it’s time for a change, but you’re unsure about what actually needs to change. Knowing the important difference between an insurance carrier and an advisor is the right place to start. Often the two are used interchangeably, but they are not the same.

Take our Group Benefits Advisor Checkup! If your current advisor isn’t consistently performing the key roles and activities in our Checkup, the change you need is clear and easier than you think.

Advisor Checkup


Appointing a new advisor does not equate to a change in insurance carrier(s). A signed letter of appointment is typically* all that is required.

Our expert advisors and implementation team handles the rest.

*Exceptions may exist for proprietary arrangements, or association plans. In this case, we work with you to review and determine next steps.