A Consultative Approach
We understand that vendors call on you all the time, they are interested in your business and want to sell you their new products and services. Our first meeting is an opportunity to get to know you and understand more about your goals and objectives for employee benefits. There is nothing for you to buy during the meeting.
Take the CBP Corporate Benefit Challenge and we can take it from there!
Get the most out of your initial consultation:
- Have all of your team members complete the CBP Corporate Benefit Challenge and send to your consultant before the meeting
- Have all of your team members attend the meeting with their benefit challenge responses.
- Have your list of employee benefit related questions or concerns. You will have an independent expert available to address them for you.
Our Approach
Corporate Benefit Partners understands that you invest a lot of time and money into your employee benefit programs. We believe that our service platform and expertise can reduce overall cost and deliver more value to you and to your employees. Our approach is different from other brokers. We want to be your employee benefits partner and we will never try to sell you insurance. Together we will explore the performance of your program. CBP will then develop a multi-year strategic plan that will provide you with specific actions to take to plan improvement.
At the end of our time together if we believe that a partnership would be beneficial, we look forward to talking with you about becoming your broker. If not, then we will part as friends and you will get to keep your strategic plan. Here is how it works:
- Step 1 – Take the CBP Employee Benefits Challenge
- Step 2 – The Initial Consultation
- Step 3 – The Discovery Meeting
- Step 4 – Delivery of Your Strategic Plan
- Step 5 – Partnership Evaluation
Your strategic plan is our investment in exploring partnership opportunities. We are happy to share our idea’s, knowledge and expertise. Call today for your free no-obligation initial consultation.