We are heading in a great direction!…

Last week you heard about our new Sales Manager and two new Account Managers. What you did not hear is that we have also hired a dedicated underwriter. We know what is coming and we want to be prepared for the business.

Ronnie Perez joins us from Morgan Stanley and is very excited to take on this new position! In the past you have worked with Stacy Morris and/or Andrea Venegas for your underwriting questions, requirements and approvals. Stacy and Andrea will be focusing on Inside Sales and Ronnie will be fielding all your calls in regards to underwriting guidelines. If you do not have underwriting questions and would like to take the time to call Ronnie for an introduction, please do not hesitate.

Stacy and Andrea will be calling you to touch bases and get you set up in our Online Quoting System.

We will keep you posted…



Tip of the week

If you try to delete an employee from your online proposal and

you are not successful, there is something wrong on the census and

this is what you need to do.

    *      Hit the save button before you try to delete again,

            this will tell you what is wrong.

    *      You can now make the correction and then proceed with

            deleting your employee

          SHARED FUNDING HSA * HRA * MERP * SECTION 125 * COBRA * SECTION 105*