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PRISM - New Proposal Enhancements

PRISM, our free and easy online quoting system, now highlights differences between current and renewal medical plans in blue, making them easy to see. This update, available across multiple proposal formats, helps you create clearer, more effective proposals for your clients.

For assistance, please contact our Quotes team at quotes@claremontcompanies.com or 800.696.4543.

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SBAHU Lunch Meeting

SBAHU Lunch Meeting

Date: April 11, 2018
Time: 12:00 pm to 1:00 pm
Place: La Cumbre Country Club, 4015 Via Laguna, Santa Barbara 93110
Cost: $25 Members, $35 Non-Members

Reducing Consumer’s Risk While Boosting Your Bottom Line – Panel Discussion

Panelists: Courtney McFarland, Regional Growth Market Manager, Colonial Life and
Daniel Vordale, Regional Sales Coordinator, AFLAC

Join SBAHU’s two panelists and two agents to learn how to successfully integrate a voluntary benefits program into both your group and individual client base. Learn the steps to improve financial wellness for your clients and yourselves.

To learn more, contact Kim Novak at 800.801.2300, x179 or kim.novak@warnerpacific.com, or visit sbahu.org.

Register Now!

 

In our library, you’ll find carrier forms, applications, enrollment kits, broker bonuses, marketing resources, and more (video tutorial). However, not all carrier forms are available online.

If you don’t find what you are looking for, contact our team for help at 800.696.4543 or materialsrequest@claremontcompanies.com.