For Advisors & Distribution Partners
Ongoing support for advisors and employers — we act as the operating and back-office platform behind your relationships, from fit through renewal.
We design, market, quote in-house, onboard, service, and renew group benefits plans so you can stay focused on advice, growth, and client outcomes.
How we work with you
Fit assessment
We help you qualify structure before quoting so clients land on ClearGroup, ClearOne, or custom experience-rated paths.
Quote in-house
Where appropriate we quote in-house and keep the process transparent for you and your client.
Onboarding
Implementation support so elected plans go live with fewer surprises and cleaner enrollments.
Service support
Day-to-day backing for plan administrators and advisors when claims or plan questions need a steady hand.
Renewal support
Renewal season game-planning so you can advise clients with clear options and timing.
Resources for you
Cards route to the main Resources hub — downloads stay organized in one place instead of triggering files directly from here.
Tools, forms & guides
Central hub for PDFs, forms, and downloadable materials — open the Resources page instead of hunting scattered links.
Open ResourcesFAQ & quick answers
Positioning, paths, and what happens after contact — written for advisors and employers.
Open ResourcesVideo guide
Short-form walkthroughs on buying benefits and plan concepts.
Open Resources