Agency Services Program

AGENCY SERVICES PROGRAM (ASP) SUMMARY:

What is ASP?

The purpose of the Agency Services Program (ASP) is to allow Consolidated Brokerage Services (CBS) to become the servicing partner for your small group health clients.  This agreement allows your agency to continue to receive income from your small group book of business with a “hands off” approach to service and retention.

Benefits of ASP

  • Provides account management services
  • Agency maintains ownership of their accounts
  • Relationships between you and your clients remain
  • Flexible arrangements tailored to your Agency’s needs
  • Simplifies the maintaince of your small group block of business
  • Allows your agency more time to focus on larger groups

Services CBS will provide

  • Resolving service issues
  • Timely delivery of renewal notices and alternative options
  • Regular market studies to evaluate the appropriateness of benefits within groups.
  • Conduct open enrollment meetings and employer and employee presentations
  • Provide qualified staff, systems and materials to service and maintain accounts
  • Provide regular communication to agency on activity with groups

Please contact Beverly Jerabek at 866-462-9067 or bjerabek@cbrokerage.com for more information.

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Consolidated Brokerage Services, LLC
3077 E 98th Street, Suite 135
Indianapolis, IN 46280
(866) 462-9067
(317) 569-8490
(317) 569-8705 fax