Advisor Support – Individual and Association Health & Dental Coverages

As a leading Canadian MGA specializing in the efficient distribution of Individual (ZONE) and Conversion (LINK) Health & Dental products, Prosum is uniquely positioned to effectively manage business opportunities between plan advisors, their clients, and insurers or service providers. Working closely with our selected national advisor network, Prosum extends a number of key support services, which include:

  • Providing customized product training, education and information sessions
  • Supporting and assisting plan advisors in the development and execution of their sales/marketing initiatives to enhance their business growth
  • Providing sales support through the application and submission process to ensure efficient handling and sales turnaround
  • Providing proactive constructive feedback and input on ongoing business opportunities
  • Processing and tracking plan advisor new and renewal business
  • Providing compensation payment through a direct deposit mechanism on schedule in a timely manner
  • Assisting in the active development of new products or services that enhance additional sales opportunities
  • Playing an advocacy role for advisors to ensure their product feedback and market perspectives receive due and appropriate consideration in the ongoing individual products evolution

 

Customized Service Programs

Prosum also works closely with companies, associations, trusts and unions who are looking to deliver quality Individual Health & Dental products and services to existing and future plan members of a specific class of employees. These could include:

  1. Contract employees
  2. Seasonal or part-time employees
  3. Association entire membership
  4. Union membership

In addition, in lieu of traditional group retiree plans, Prosum has expertise in development,  implementation and administrative support servicing of corporate retiree individual Health & Dental care plans.  Consulting Services offered in these types of situations include:

  • Providing strategic insights / guidance in situations where health & Dental coverage is transitioning from group insurance to individual insurance products
  • Developing client specific effective and efficient on-line product delivery systems
  • Assisting in the development of corporate customized communication plans
  • Providing plan member administrative and call centre response support services
  • Tracking emerging plan member issues through call centre and email communication.
  • Providing summary activity reports.