We work exclusively with you, the benefits advisor, to help design a benefits plan that meets the strategic needs of your clients. We help you answer the “what if” questions and build a better benefits plan for your clients than they can get anywhere else.
Some benefits providers may try to cut the advisor out of this relationship. But at The Benefits Trust we understand the importance of a professional advisor whose role is to help find the best solution for his or her clients.
Working with the Benefits Trust
We do not have a pre-approval or advance application process.
With the first new sold case, simply submit the items below to firstname.lastname@example.org:
- a copy of your license
- E&O insurance
- your banking information Electronic Funds Transfer Authorization Form
Commission is as-earned and paid by direct deposit.
Broker Compensation Agreement will be issued confirming the commission for each case.
Getting a Quote
First and foremost, we need experience in order to quote on traditional style plans. The easiest way to do this is to send us the renewal. We also need census data (in Excel format) and existing plan design.
If you would like more information about working with The Benefits Trust or would like to discuss a new client opportunity, contact Rob Crowder or Mike Ignatz at 905-264-8990 or toll-free 1-800-487-2993.
Yes, We Will Come to Client Meetings with You
Need support on your next prospect or client meeting? We can help. We’re happy to join you so that we can answer specific questions you and your client may have.
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New to the Industry or a Seasoned Veteran? Join the CGIB
The goal of the Canadian Group Insurance Brokers (CGIB) group is to work together to help educate members to better serve clients. CGIB offers group benefit focused seminars, as well as informal mentoring and information exchanges. Meetings are collegial and offer an opportunity to share ideas and learn from others in the industry. Visit the CGIB Site