We understand the unique needs of businesses big and small. From employee benefits to industry-specific coverage, we’ll develop a business insurance plan that fits your company and everyone on your payroll.
industries we serve
The Conexus Way
Our Proven Process
- Client Interview-get to know the client, their general needs, goals, and concerns. How can we best help and simplify their insurance process?
- Who Conexus is – our values, our process, our approach.
- Are we a good match for each other based on our core values?
- Review and analysis of risk and needs.
- Submission of gathered information to select carriers for optimal coverage and options.
- Presentation of coverages, options, and suggestions.
- Through education and guidance of the advisor, recommendations are made to clients and proper insurance coverage and policies are selected.
- The Conexus team assists in gathering remaining proper documentation, signatures, and final insurance carrier-requested information.
- Policies are bound and effective.
- Ongoing service and communication provided to client throughout the year based on changes in risk, lifestyle, needs, purchases, sales, and market transitions.
- Requested documents, forms and changes made in a timely manner throughout the policy period.
- The Conexus team is available for ongoing advice, questions, and assistance.
- Clients will be contacted for a review of their current situation and policies, so the Conexus team has the most up-to-date information for an insurance solution evaluation and recommendation for the next policy period.
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