Snapshot of Other Services


Let us do the heavy lifting

While we provide brokers and agents with competitive insurance programs from a range of quality carriers, we find our greatest strength can be our vast industry knowledge, experience and host of value-added services we provide. We're asking you to let us do the heavy lifting so you can increase your profits by focusing on retaining existing clients and closing new business. 

In-house support services include

Marketing and benefit strategy
We have in-house marketing professionals that can assist in developing your agency’s marketing/communications strategy​.

Insured, self-insured, and PEO options
Our group quoting tool can provide a side-by-side comparison of PEO rates and other carrier options. Broker Source can also provide your clients a comprehensive suite of human resource, payroll and benefit services.

Claims analysis
Our cross-trained staff can assist with your clients’ claims issues, billing inconsistencies and more.

Online enrollment
From a single portal your group clients can complete the enrollment process for all employees and all coverages. Our easy-to-use enrollment technology steps employees through the available benefit options, summarizing costs and benefit features.

Subsidy and marketplace assistance
We have access to the technology needed to help individuals navigate all aspects of the enrollment process. Our subsidy calculator provides an instant snapshot of available subsidy dollars based on income, age and zip code.

FFM- and AHIP-certified enrollers
Stationed in our state-of-the-art call center, all our enrollment specialists are FFM- and/or AHIP-certified so you don’t have to be.

Year-round client service
Our enrollment specialists and broker consultants are available year-round to help you and your clients navigate the marketplace.

Human resources consultation
Our flexible human resources consulting service model allows a business to engage in a one-time, fee-based project or receive ongoing services defined in a retainer agreement.

Compliance support
Our compliance team is alerted when new regulations and benefit changes are released and issues easy-to-understand communications to help you analyze the impact it has on you and your clients.

Benefit administration – FSA, HRA, HSA
Broker Source has partnered with NueSynergy to provide your clients a comprehensive suite of administrative services that support consumer-directed benefits.

Partner with Broker Source today