Small to Mid-Market
The Small to Mid-Market team is a benefits wholesaler that delivers dedicated sales, service, and technology solutions for small and large group medical, level-funded
medical, ancillary, PEO, and ICHRA insurance products. Our team helps brokers navigate the complexities of the health insurance landscape and match clients with the right solutions.
Small to Mid-Market
The Small to Mid-Market team is a benefits wholesaler that delivers dedicated sales, service, and technology solutions for small and large group medical, level-funded
medical, ancillary, PEO, and ICHRA insurance products. Our team helps brokers navigate the complexities of the health insurance landscape and match clients with the right solutions.
A Seamless Experience
from Quote Strategy to Renewal
Our Product Expertise
In today’s complex, ever-changing market, product expertise and fast, accurate quotes win business. Our team helps you provide clients with simple, data-driven options that make a difference.
By The Numbers
$4.4B
Annual Premium
500K+
Medical Lives
400+
Team Members
92%
Clean Case Submission %
Powerful Agency Tools
Find Your...
Access Research Tools
Stay in the Know
- Subscribe to The Pulse (our benefits newsletter)
- Watch Coffee with Carriers
- Search the News Desk
The
Master Carrier Guidelines
The Master Carrier Guidelines (MCG) lets you deliver fast, informed recommendations anytime, anywhere. The efficiency and accuracy will set you apart from the competition.
The MCG makes it effortless to filter and compare carrier rules, eligibility, provider information, networks, and enrollment guidelines. Our team of experts refreshes data regularly so you can shine!
Forms & Benefits
The Forms & Benefits Library gives you instant access to the right form, whether you’re answering a client’s question or onboarding a group. Download carrier kits, product brochures, SOBs, SBCs, and in-force group forms at your fingertips.
Find My Rep
The right sales consultant is hard to find, until now! Introducing the Find My Rep search tool, only from the Small to Mid-Market team. We know local product knowledge is critical, so find a partner that works and has a team in your hometown. We write business in many states, but in these states, a local partner is just a click away:
- Arizona
- California
- Connecticut
- Florida
- Georgia
- Maryland
- New Hampshire
- New York
- North Carolina
- Rhode Island
- South Carolina
- Texas
- Virgina
- Washington D.C.
