We liked it because it was easy to customize, and it had the built-in capability to do the configuration of the routing and escalation.

With the automated process, the end user is given a selection of issues to choose from. They fill out the ticket for us to tell us what’s wrong, and that request is automatically routed to...

It’s definitely made us more efficient and productive.

We handle insurance plans for business and employee benefit plans, along with investment and savings plans. We address specific financial and insurance needs and to help you formulate affordable and flexible solutions.