Christina Discovery Meeting Form

  • Let's become benefits Partners!

  • SECTION 1 of 3 - YOUR BUSINESS

    This gives us insight on how to focus on YOUR needs.
  • Are you the sole/final decision maker when it comes to benefits for your team?*
  • Are you the person who handles the Payroll deductions for your people?*
  • What is the payroll cycle you have for your business?*

  • SECTION 2 of 3 - YOUR PEOPLE and their benefits

    This gives us insight on how to bring the best value to your people when it comes to their benefits needs.
  • Most of my people are:
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  • Do you Currently Offer any Benefits to your team aside from their awesome paychecks?*
  • Have you ever tried to offer benefits before?*
  • What Benefits do you currently have in place (mark all that apply)?*
  • What Benefits have you tried to offer in the past (mark all that apply)?*

  • SECTION 3 of 3 - YOUR VIEWS on things

    This gives us insight on how to serve you best

  • Please grade the following statements:

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  • What Benefits are most important to you (mark all that apply)?*

  • Based on the information you provided, we are extremely confident in our ability to provide the benefits you and your team need, while remaining cost-effective and highly efficient with your time.

    Your agent is eager to present an underwritten approved proposal and a tailored enrollment platform for you and your team. Typically, these meetings last no longer than 30 minutes.

    We prioritize efficiency and effectiveness to contribute to your company's growth and sustainability. There is absolutely no obligation when meeting with us.

    Here's what we can assure you:

    • Access to the best carriers offering competitive benefit rates.
    • Exceptional underwriting offers.
    • A no-pressure environment.
    • Cutting-edge enrollment and customer service technology for flexibility.
    • Concierge service for you as an employer, and the best possible service for your team.
  • Would you like to schedule a time in the near future with your agent? They can come to you.
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