Benefits Consulting Team Shaping Success: A Fabrication Partner's Journey to Elevated Coverage and Service
Published January 8, 2024
Bank partners Matt Zuro and Alex Tomko recently introduced Brian Thompson and the team at FCIA to their fabrication client. Despite having a longstanding relationship with their current advisor, the owners found themselves stuck in an ACA product for an entire decade, without any marketing efforts on their behalf.
Recognizing the need for a fresh perspective and a more proactive approach, they chose to secure a Broker of Record (BOR) agreement with us. The decision was grounded in our commitment to not only market their account but also to offer other vital Employee Benefits services that they have been missing out on.
Our team believes in action, and this success story is a testament to our promise of delivering results. By securing a BOR, we're not just providing new coverage; we're ushering in a new era of tailored services and proactive account management for this company, and any others we partner with.