Brokers & Advisors

They Stay Loyal. Let Us Help

Searching for that competitive edge with your benefits prospects?

Bring us alongside. Steele offers service packages you can present as value added services. Brokers, consultants, and insurance companies appreciate our role in helping employees to understand their benefits. Our technology and processes help employers manage their benefit offerings and streamline benefits communication, enrollment, and administration processes.

Your client needs help through open enrollment. Often the enrollment process disrupts workflow and productivity as operations pause for discussion on various plans and benefits. Bringing in the Steele team frees you up to think strategic while we clarify and simplify the benefit enrollment process.

Including us in your benefit offerings gives decision makers valuable insight into increasing plan participation, choosing suitable carriers and products, and efficient management of the administrative details. Brokers and advisors get credit and are appreciated for helping Clients implement a more successful program. We can help you win business while increasing your current repeat business without the intensive, in-the-weeds interaction with the end user employees.

Our three levels of service offer the right solution for any organization:

 

The way you manage Brokers / Advisors benefits is about to change.

brokers img 1

Use Your Current System

You already have technology, but you need communication and enrollment support. Steele Benefits offers on-site one-to-one representatives and over-the-phone reps to help employees choose the best coverage for their situation.

Use Our System, Open Enrollment Only

You need technology, but not forever. Steele sets up an on-line enrollment for this open enrollment, and provides on-site, over-the-phone and online representatives.

Use Our System, Year-Round Services, ACA Services, Year-Round Call Center, Pre-Enrollment Engagement, Data Feeds

You need online enrollment, data feeds, payroll feeds, and a single database to manage new hires and life events. You may need help with ACA reporting, pre-enrollment engagement, and year-round engagement. You want on-site, call center, and/or self service benefit enrollment.

SteeleTech™

Selerix benefit administration software configuration and support.

SteeleComply™

Affordable Care Act reporting and filing  services.

SteeleEnroll™

Enrollment support by call center and/or on-site support.

SteeleEngage™

SMS (text) messaging, quizzes, surveys, e-mail, posters, and/or video.

Sign Up For Our Newsletter

Get great deals sent directly to your inbox!

Need a Proposal?

Arrows

Recent Articles

Insurance Employees Need in the new COVID-19 World

By Zach Steele | May 13, 2020

Insurance Employees Need in the new COVID-19 World As fears about the rapid spread of COVID-19 shake our lives we are making changes to our daily routines to protect ourselves. New practices such as wearing face masks, social distancing, increased hand washing and using sanitizer help us to reduce the chance of contracting and spreading…

Steele Announces Virtual Enrollment Plans for Remainder of 2020

By Wes Steele | May 11, 2020

EMPLOYEE BENEFITS COMMUNICATION COMPANY STEELE BENEFIT SERVICES ANNOUNCES THAT ALL EMPLOYEE BENEFIT ENROLLMENT WILL BE VIRTUAL FOR THE REMAINDER OF 2020 Steele is a professional services company specializing in employee benefits enrollment   [INDIANAPOLIS, INDIANA, May 11, 2020]  Steele Benefit Services (Steele) is announcing that effective immediately all employee benefits enrollment will be virtual for…

Feminine Products & OTC Drugs are Now Considered Qualified HSA & FSA Expenses

By Katy Esser | May 6, 2020

Swimsuit shopping, oof! Is swimsuit shopping anyone’s “thing?” As a fair-skinned mid-western that loves SPF50, health savings accounts (HSAs), cold beer and tacos, I speak with conviction when I say shopping for beachwear is not my favorite. So, imagine this Hoosier’s surprise when a day of swimsuit shopping turned into the best retail day ever!…