Enhanced Support & Resources

My Benefit Advisor can service your current accounts or help you attract new clients.

We offer brokers an innovative solution to be successful in the competitive employee benefits market. Our approach encompasses consulting, enrollment, account management, and compliance. MBA enables a broker to sell up-market and compete for large accounts while also protecting existing business from rival brokers.

01.

Leverage Our Account Managers

Our team of experts handle the day-to-day account management of your clients, removing the administrative burden from your office. My Benefit Advisor proactively communicates with clients throughout the year to ensure their employee benefits program is properly managed.

annual-review

Annual Review

Data Collection & Reporting

Data Collection & Reporting

Renewal

Renewal

Open Enrollment

Open Enrollment

02.

Marketing Materials to Attract New Clients

You work hard to grow your business, and we’re here to help. As a My Benefit Advisor broker, you have access to our Marketing Library, a collection of professionally designed materials created to help you attract prospects and win new business.

Browse a sample of our resources below. Each piece is ready to use and designed to showcase the value you bring. These examples represent just a portion of what’s available when you partner with MBA.

03.

Client Resources That Matter

My Benefit Advisor provides you and your clients with the consulting, enrollment, and management tools that create a successful benefits program. To learn more about these tools, visit the employer section of “Who We Serve”.

Contact Us

Our Advisors are ready to help you and your clients successfully navigate employee benefits and health insurance.

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