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Insurance Placement - Brokerage Opportunities

The more lines of coverage you provide for your clients, the stronger their ties and loyalty to you. It may make good business sense for you to strengthen these ties by adding employee benefits to your portfolio.

But is this the right time? With the high cost of health insurance, employers face harder choices about benefits than they have in more than a decade. Double-digit increases, HIPAA privacy, COBRA Continuation, evolving plan design . . . If you don’t work regularly in the area, the current market could be a minefield, not a gold mine.

With a partner like M3, however, you could service your employee benefit clients without having to learn about a new market.
A Partnership of Professionals
Your knowledge of your clients and M3’s expertise in employee benefits create a powerful partnership. You can focus on the business you know best while M3 gives you a competitive edge.

Your brokerage relationship with M3 enables you to obtain excellent coverage for your clients for:

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Short Term Disability
  • Long Term Disability
  • Life Insurance
  • AD&D Insurance

Brokerage Opportunities Work for You

You may be able to find an agency that will give you access to a few employee benefit markets and products. It is harder to find the agency that can offer you more than quoting services. You need an agency with innovative thinking and outstanding service working with you to strengthen your relationship with your clients. M3 is that agency.

M3 has a group dedicated to employee benefits brokerage business. It includes sales and service representatives who specialize in working with agencies like yours. When you enter into a brokerage relationship with M3, you become our client. We take the time to learn about your business goals and the role you want employee benefits to play in it. Then we can tailor our services to your situation.

You can have access to a wide array of services. At the basic level, M3 gives you market access, new business processing, back office support and renewal support. We can also help you market yourself effectively to your clients with new approaches to benefit coverage and specialized M3 services.

When you partner with M3, your clients gain the benefit coverage they need, backed by your personal service and M3’s knowledge and expertise. Be assured that we always remember that they are your clients. So you get the credit, a stronger relationship, an opportunity to grow your business and the peace of mind knowing your client is being well served.

If you're not currently utilizing the services of M3's Brokerage Division but would like the opportunity, please fill out our Broker Data Form today.

Copyright © 2000 - Mortenson, Matzelle & Meldrum, Inc.
PO Box 8950, Madison, WI 53708-8950
608-273-0655
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