Advanced Professionals Insurance & Benefit Solutions has launched its Managed Services program in California, helping to solve the industry dilemma of making small account management efficient and profitable.
“We are very excited to launch this service in the California market,” said Keith VanderZanden, Executive Vice President for Advanced Professionals. “Our service reduces staff workloads, services accounts more efficiently and optimizes small account management.”
Advanced Professionals, the wholesale benefits division of ABD, launches the new service with ABD’s Emerging Markets producers. “By providing this service to our internal producers, we eliminate the need for outside vendors. This allows ABD to customize the client experience, and brings increased revenue to ABD’s bottom line,” Keith said. “We are a partner to the EB team, not a vendor.”
What is Advanced Professional Managed Services?
All clients deserve and expect an excellent level of service, but it can be difficult to balance service with efficiency. Advanced Professionals helps achieve that balance, increasing profitability and growing small accounts.
Key services include:
- Proposal development
- New business submissions
- Customer onboarding
- Renewal cycle management
- Incoming client calls
- Beneﬁt collateral
- Creation and maintenance of forms, documents and contracts
- Compliance and regulatory management and expertise
- Additional services as needed
Advanced Professionals Managed Services Team
The Advanced Professional Managed Services team offers an unprecedented level of customer service. In addition to more than 25 years’ experience, account managers are completely focused on client support and are reinforced not only by an internal team, but also some of the best insure-tech available in the market today. Advanced Professionals Managed Services exceeds customer expectations.
Meet the Team
For more information, please see our Advanced Professionals Managed Services flyer.
The information provided is of a general nature and an educational resource. It is not intended to provide advice or address the situation of any particular individual or entity. Any recipient shall be responsible for the use to which it puts this document. Newfront shall have no liability for the information provided. While care has been taken to produce this document, Newfront does not warrant, represent or guarantee the completeness, accuracy, adequacy, or fitness with respect to the information contained in this document. The information provided does not reflect new circumstances, or additional regulatory and legal changes. The issues addressed may have legal, financial, and health implications, and we recommend you speak to your legal, financial, and health advisors before acting on any of the information provided.