The Evolved Benefits Process

Do you want to know how easy it is to work with Evolved Benefits?

As an employee benefits advisor, you’re looking for ways to protect your current book and find new clients.

To accomplish both, you need to make sure you’re bringing solutions to the table the competition isn’t.

That’s where we come in.

Consider us a solution you have exclusive access to.

We’ll help you win business your competition is ignoring and pay you well to do it.

When it comes to helping your clients your priorities are simple:

  • Establish a relationship built on trust.

  • Work to help them solve THEIR problems.

  • Find the solutions that meet THEIR needs (not your wallet).

The more you focus on THEM, the more trust they’ll have in YOU.

Evolved Benefits can help you build the trust you’re looking for.

Working with us is easy.

  1. We’ll sit down and look at your current book of business to identity opportunities to create “stickiness” with your clients.

  2. We’ll look at your market to see what new business opportunities exist.

  3. Getting a proposal from us is simple as our products our “shelf-rated” so the rates are the same nationwide. You don’t even need a census.

Once you have a proposal in hand, we can set up a call and show you how to turn our rates in to a win for your agency.

We want to be partner you can trust and are happy to accompany you in the meeting with your prospect or client.

So, what do you do once a prospect or client says “yes”?

We’ve got your back.

We’ll help you enroll the group by providing support with various resources including our call center.

What does billing look like?

It’s easy.

Does your group need individual billing? We’ve got you covered.

Does your group have 1099 employees? No sweat.

It’s all about making your life easier.

Here’s what makes our service team unique:

The team is in-house so you will speak with a LIVE person. You’ll also have access to bilingual support, if needed. The team is there to help set up an implementation call for the backend. We want you and your client to understand how easy our portal is to use.

You don’t need to do the educating. We can do it for you.

We’ll teach your client how to set up their profile so they can easily handle additions and terminations. Our system is sophisticated yet simple to use; everything's automated, and updating your changed in real time.

Lastly, throughout the year, employees will need help looking up a doctor or finding an urgent care facility. They might even have some questions about how their plan works. We’ve got you covered here, as well.

Our team is available Monday through Friday. We can handle any call no matter where it is in the country.

It's so easy to work with Evolved Benefits.

If you haven't scheduled a call with us, if you haven't answered any of my reach-outs on LinkedIn, I certainly hope you do.

I want to meet all of you. And of course, I do look forward to talking to all of you very soon.

If you would like to learn more visit: www.evolvedbenefits.com

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Uncovering the Truth: A Comprehensive Review of Your Business Process