Step 1.  WE BECOME YOUR BROKER – Switching brokers is as easy as signing a letter requesting Benefit Leader as your new broker.Â
Step 2. KEEP YOUR SAME BENEFITS – You can keep your benefits as they are, unless they NEED to be changed.Â
Step 3. TECHNOLOGY INTEGRATION – Our team will bring in our HR software, or use your existing systems. We fully manage the setup and ongoing changes, taking the work off your team’s plate.Â
Step 4. FULL BENEFITS MANAGEMENT – Our team will reach out to your staff introducing our selves as the new full-service concierge for any issues they may have. From on-boarding to compliance, we manage it all!