Broker of Record

Plan support when
you need it.

Group Benefits
LIFE
Disability
LTC
ANNUITIES

Why consider a BOR change?

Employer Support That Goes Further

As benefits become more complex to administer, employers often need more help with employee questions, compliance, plan documents, billing, eligibility, and renewal planning. As your broker partner, we believe the service you and your employees receive is just as important as the plan itself.

If your broker isn’t proactively helping you manage these responsibilities, a Broker of Record change may be a simple way to improve support without changing your plan.

A better benefits experience starts with better support.

Year-round support

Support that goes far beyond enrollment.

From employee questions and billing issues to compliance support, we’re here
whenever you or your employees need help.

Responsive service

Direct help with carrier questions, billing issues, eligibility changes, claims concerns, and the day-to-day details that keep the plan working.

Employee support

Clear help for employees during enrollment and throughout the year when they have questions about coverage, providers, claims, or plan changes.

Required plan documents

Help organizing necessary plan documents, notices, Section 125 materials, ERISA documents, and Summary Plan Description support.

Living employee handbooks

Access to HR tools and employee handbook resources that can be updated as laws, policies, and workplace needs change.

Live compliance support

Access to live and on-demand compliance resources, including guidance through Mineral HR and support with common employer benefit questions.

SEE THE DIFFERENCE

Let’s make your health plan work better for you.

See how our services compare to those of your current broker.

Common questions

Answers to
common
Broker of
record
questions.

These are some of the questions we hear most often. If yours is not here, we’re easy to reach.

Do we have to change insurance carriers?

No. A Broker of Record change is designed to change the servicing broker, not the insurance carrier.