When agencies work with us, they often see exponential growth!

Let us show you how.

Enhance your benefits strategy by giving yourself a RAISE

  • Grow your revenue per client
  • Save your clients premium dollars
  • Win new clients

RAISE PROGRAM OVERVIEW

Research: we start by reviewing your block of business, learning where you are placing cases and why

Revenue Projection: we share with you several revenue projections, how Keystone can best help you, help your clients, and what is being left on the table. Bonus: this includes a revenue share opportunity with inclusion in the collective network

Strategy: we strategize together the course we will take to help your clients save on premium, win you the business, and round out current accounts all while better positioning you in a bonus position with carriers.

Engagement: you'll have access to the exlclusive products, carrier relationships, and vendor resources that come with a Keystone partnership

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We do the legwork for you.

  • RFP: We handle your marketplace needs, offering proposals, detailed spreadsheets, advanced technology, and enrollment support.

  • Sales support: We provide resources and sales expertise to help you grow your business.

  • Service support: We offer implementation, account service, and support to remove administrative burden for your agency.

  • Incentives: We'll pay you commission on a monthly basis and you are eligible to participate in an additional revenue share with the collective network.
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Proprietary Programs

  • Sales strategies: whether it is streamlining your block, cross-selling, or hunting new business, we have tools to support you.

  • Exclusive products: learn how leveraging through volume can help you win business.

  • Block management: helps you discover ways to cross-sell new lines of business to your current book using Keystone's core carriers.
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Value Adds

  • Enrollment firm: face-to-face or call center, using our enrollment firm increases customer.

  • Technology: need a case built on a benefits admin platform? We're ready to help.
  • Compliance: We can provide routine updates to your producers and clients on compliance issues affecting the marketplace.

  • HR support: Have a compliance or staffing issue? We offer a toll-free hotline to HR specialists including legal counsel.

  • Benchmarking: Compare a client's benefits plan to the marketplace to determine ways to contain costs.

Connect with us to get started.

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Learn how we work with your agency to enhance your benefits offerings.

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