Ditch your stone-cold broker for a rock solid advisor instead.
Do you trust and respect your insurance broker like you do your accountant or lawyer? With confusion over Affordable Care Act regulations — and with insurance being a key business driver — a broker should play a starring role on your advisory team. But most don't.
Here's Why
No continuity, no trust. And that's no way to do business.
The average broker spends so much time chasing new business that he neglects his existing clients. He's not available when you call, passes the buck, and lacks the focus needed to service your account.
That's a problem, because an inattentive broker can open your business to compliance risk, leave employees unclear about benefits, and keep you spinning your wheels. With everything else on your plate, those are distractions SMBs like yours simply can't afford.
Better technology. Better compliance. Better service.
Say goodbye to absentee brokers who don't take your business seriously. At PF Compass, we earn our seat at your advisory table in three key ways:
1. FREE TECHNOLOGY
Today's modern business needs modern tools to stay competitive — and transparent. Our tech platform lets you put Fortune 500 features and practices to work for you. MyCompass:
- Stores documents online, giving you instant-access while eliminating paper.
- Generates payroll and ACA compliance reports.
- Reduces admin hassle with "mistake proof" enrollment.
You can also upgrade and customize the basic platform based on your business needs.
2. FREE COMPLIANCE AUDITING AND REPORTING
You have enough to do running your business. You shouldn't have to police it too. Stay focused on what you do best, and we'll handle the rest. Our team and secure online portal:
- Allows you to easily distribute all required plan documents, including ACA, ERISA, Cobra, HIPPA, and more.
- Tells you when you're obligated to notify employees of changes.
- Helps you avoid the need for IRS compliance appeals, and other penalties and hassles.
3. DEDICATED ACCOUNT TEAMS
We're all about peace of mind — yours. That's why we provide high-touch, boutique-level account management for you and your employees. Our trademark, Premier Client service:
- Keeps your team in-the-know with customized communications.
- Makes sure you're on top of all requirements, tracking, and deadlines.
- Puts dedicated employee contacts in place to answer questions and help settle claims.
When it comes to exceptional service, we leave no stone unturned. You shouldn't either.
We've been exceeding expectations for more than 35 years
We like to say we're assurance brokers, not insurance brokers. Because insurance might be the thing you buy, but what you get from us is a feeling of confidence and security. Maybe that's why other brokers have come and gone — and why we've stood the test of time.
Clients consistently give us five-star reviews
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We simply didn't have time to police the compliance end of our business. The PF Compass team really shined! They've helped us to centralize our documents, keep employees informed and operate more efficiently, while avoiding costly penalties!
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I have been working with PF Compass for over 15 years. My employees and I are treated like family, instead of numbers on a page. The PF Compass team is approachable, caring and compassionate, while providing us with knowledgeable, professional service.
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I've been working with PF Compass for over 25 years. The PF Compass team has positioned themselves as a true extension of our senior leadership team, while providing us with the most responsive service in the industry.
Give us 30 minutes. Get a whole new take on insurance.
Ready to see what you've been missing? Talk to Brandi Bowers. She's been helping savvy businesses like yours upgrade their broker experience. Now she wants to do the same for yours.
Clients love Brandi for her ability to break things down and get things done. Chances are, you will too. In fact, a 30-minute conversation might just rock your world.