Broker Testimonials Broker Testimonials Consolidated Marketing Resource Enrollment

Broker Testimonials

Broker Testimonials § Consolidated Marketing - Resource § Enrollment Support - Resource § Technology - Resource § Consolidated Billing/Admin - Resource § Relationships - Resource § Met. Life Results

Consolidated Marketing A. Easy B. Knowledge of Benefits C. Exclusive Products

Rigby Group Benefits – Ryan Rigby “I just wanted to drop you a note to tell you how awesome GIS is and has been for Rigby Group. Your attention to detail and quick response time really make me and my company shine. I am so glad we have such an attentive and knowledgeable partner to help us obtain and retain clients. Thanks again to you and your entire group and please if anyone needs a recommendation have them give me a call. ” – Ryan Rigby

Enrollment Services A. Personalized Forms with Benefit Kits B. Online Enrollment C. Employee Education D. Convenience for Broker, Group and EE E. Annual Buy-Up – Keeping Participation on the rise! (Refer to Buy-Up Letter Sample)

Benefits Connect Easy Online Administration A. Additions/Terminations/Employee Updates B. EE and Group History File C. Payroll Deduction Reporting D. Complex/Robust Reporting Features

Broker Testimonial – Ed Young “Please accept this email as a testimonial to how good GIS benefits operates, their terrific voluntary platform and second to none service from GIS Benefits, Inc. The GIS Team is the best at meeting presentations I have ever worked with. Their skills really assist getting additional premium. The GIS web site, consolidated billing and combined personalized product application is a great advantage and makes administration very simple for HR Managers. The platform is a huge enhancement at winning new business. They also have a good selection of carriers for all lines. I highly recommend working with GIS. ” Edward C. Young, CEP, CBC | Senior Vice President The Horton Group, Inc.

Relationship – The WHOLE Package

Brokers at the Highest Level A. Consolidated Marketing B. Enrollment Services C. Technology D. Consolidated Billing and Administration

Associated Agencies – Trisha Payton “I was introduced to GIS shortly after entering the broker market (after working on the carrier side) about 6 years ago. I wouldn’t work any other way. Our office prides ourselves on our level of service we provide to our clients. With partners on our vendor side like GIS, we know we can provide the superior service we expect from ourselves because we have GIS to back us up. The marketing process the swift and easy by GIS marketing to several of the major carriers in our market. They give us their thoughts and feedback before we even begin to review the marketing of the case. My favorite piece is the enrollment system. Other systems are fancier and more pleasing to the eyes (honest) but Benefits Connect and EPSI get the job done and do it well. Most clients and/or prospects haven’t been presented a solution like GIS in the past. While it’s a shame not every carrier is on their system and we have to market outside GIS too, I typically find a way to use GIS in some fashion with each client. It might not always work out but I certainly try to make it an option. The GIS Connect ease of administration from the employer and employee perspective, paperless and ultimately makes things easier for all involved because everything can be tracked online for little to no cost for the client. The GIS team does a fabulous job in helping us to navigate the ancillary benefits market, remain cutting edge in product offering and always have our back when we need it. I will continue to sell GIS. ” – Trisha Payton

Associated Agencies – Robin Gallagher “GIS Benefits is more than a partner for me. They are part of my team. The system is phenomenal increasing our voluntary participation to over 60%. More important the staff treats me and my clients like we are family. I know when I place business with Mark and his team, they have my back and they have my client’s back. Anybody can do the easy stuff. When it matters is for the issues that are not easy or that client who is more complex than the rest. That is when GIS really shines. I could not feel like both my client and I are in better hands. “ – Robin Gallagher

Associated Presentation Robin Gallagher and Trisha Payton to Speak

Met. Life Results – The Carrier Partner Refer to Case Study Hand Outs