Group Sales and Renewals

Streamline prospecting and submitting new clients with Paragon’s group sales and renewal services.

Run quotes and prepare proposals on demand

Simply put, we run a lot of quotes. Impress your clients and gain their trust by providing options that meet their needs with market analysis in your proposals.

Combine medical and ancillary (dental/vision/life) in benefit packages
Show multiple carriers in the same proposal PDF
Take advantage of our quote aggregation systems to easily see data output and compare plans/carriers
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Market plan analysis

Deliver comprehensive benefits packages to your clients designed around their needs and the intricacies of the market.

Short answer, whatever you need it to. You can ensure a hospital or specialty practice is in-network. You can advise them to go with Plan A for this reason or Plan B for that reason. Our market analysis provides peace of mind for employers looking for plans that suit their employees’ needs.

Top tech for new group insurance sales

Make quoting and presenting a breeze. Our suite of technology vendors focused on new group insurance sales and vendors ensure we work quickly and accurately.

 

  • Run many different quotes and compare
  • Easily prepare sales-ready proposals and presentations
  • Ensure proper coverage with market analysis

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Contribution modeling for client presentations

Let us build a compelling, client-ready presentation that includes contribution strategy options that guide clients and make selling easier by…

Delivering more contribution options
Educating groups on what’s available
Creating visuals with information that help employers choose plans
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Field underwriting and case scrubbing

Experienced new group insurance sales specialists field through group documentation for missing information to ensure accuracy and efficiency. Avoid unwanted future surprises and work quickly with Paragon on your side for group insurance sales.

Seamless implementation and onboarding

From quote to enroll, Paragon handles everything. We work directly with the carriers to get everything set up and onboard quickly.

Onboarding is done in just a day or two
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