Post-Sale Broker Services
Placing a group is the beginning of the relationship, not the end. From renewals and claims to compliance and day-to-day service, we stay in it with you — so your clients stay with you.
Why partner with paragon
After Implementation Is Where We Earn It
After a case is placed, we stay in it — managing renewals, eligibility, claims, and day-to-day service so your clients are taken care of and your relationships stay strong.
What We Handle After Implementation
Eligibility & Billing
We manage adds, terms, and changes across carriers and ben-admin platforms catching billing discrepancies before they become your problem and keeping enrollment data accurate between renewals.
Claims Advocacy
When a claim gets stuck, we go directly to our carrier contacts to move it. You shouldn't be the one navigating EOBs and adjudication disputes — we handle the escalation so your client gets answers.
Renewals
We manage the full renewal cycle, from initial carrier delivery and claims experience review to market validation, plan design options, and open enrollment. You show up to the renewal meeting prepared, not buried in paperwork.
Ben-Admin
We maintain your clients' ben-admin platforms post-sale — wall notices, carrier integrations, discrepancy reports, plan updates — so the system stays accurate and you're not troubleshooting it mid-year.
Compliance
Compliance support for your groups — from small-group documentation to ACA reporting for level-funded and large employer clients — delivered through our HR partner ecosystem. You stay ahead of regulatory requirements without building an in-house compliance function.
Ongoing Broker Support
Plan questions, ID cards, carrier issues, documentation requests. We're your first call so you're not the one on hold. One consistent point of contact, throughout the life of the group.
Growing West. Quoting Everywhere.
As Paragon grows across the West, we’re opening offices in strategic states to better support our partners—while still quoting nationwide.
product offerings
Our Carrier Access. Your Competitive Advantage.
Frequently asked questions
Yes. Paragon remains actively engaged post-sale, managing eligibility, billing accuracy, benefit administration, renewals, claims advocacy, and day-to-day service support—ensuring continuity and operational stability throughout the life of the group.
Ready to Offload the Post-Sale Grind?
Let's talk about what that looks like for your book.
Family Owned
For over 30 years, we've built our business on trust, relationships, and hands-on support-always here when it counts.
Built Around You
Your book, your commissions, your control. No contracts, no fees-just flexible support that works around your goals, not ours.