WHAT IS THE BROKER'S ROLE IN PROVIDING DEPENDENT ELIGIBILITY AUDIT SERVICES?

As Brokers, You Are Closer to the Client than the TPA, Carriers, or Dependent Eligibility Audit Firms. Shouldn't You be the One Who Introduces This Opportunity to Your Client Before Other Brokers Do? Your clients expect you to keep them up to date on the latest best practices and money saving ideas. Prove your value to your clients!

Even Beyond Client Retention, This Will Help You Capture New Clients. When you have the opportunity to make a proposal to a potential new client you need to have your proposal package contain more than your competition. If your package contains a Dependent Eligibility Audit (DEA) option which would enable your prospect to save hundreds of thousands or millions in as little as a few months couldn't this make a difference? This could be the single item that other brokers missed and there is a higher probability that they will say yes to your firm over others. Secondly, mentioning the Dependent Eligibility Audit is a great "Door Opener" when trying to get a prospective client decision to take your call. This is a very hot topic and once you start having discussion on this topic you have the perfect segway to the next step of making them a client.

We Offer Three Different Ways for Brokerage Firms of All Sizes to Participate. 1.) The first is to let us train your producers in the DEA fundamentals and provide some marketing materials so that you can properly discuss this opportunity. If they are interested, call us and we will put you into contact with one of our TPAs who have our process. From this point you can work with the TPA and get a proposal for your client. You get the credit, a commission, and the thanks of your client.

2.) The second way is to do the first method for the very large companies but also license the Dependent Eligibility Verification Process for your firm and perform the audits yourself for small to mid-sized companies while out-sourcing the large audits to our network of TPAs. This gives you a new revenue stream as well as a client capture/retention tool.

3.) The third method is to license the total process to a company so they can perform the audit process themselves. This gives their HR department a new tool to maintain dependent eligibility year-after-year at a cost of 50-75% less than outsourcing the audit to a specialty DEA audit firm. You can win three ways. We have a free private webinar that describes the whole process and opportunity.