Pre-sale Broker Services
Streamline prospecting and submitting new clients with Paragon’s group sales and renewal services.
Why partner with paragon
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Comprehensive Benefit Administration Management
Market Analysis
Community-rated, level-funded, and ASO options are organized and compared using multi-carrier quoting tools, contribution modeling, and renewal comparisons—producing clear, presentation-ready proposals to guide employer decisions.
Benefit Strategy
Funding approaches, plan designs, and network options are evaluated with Paragon—balancing cost, compliance, and employee experience before decisions are finalized.
Field Underwriting
We validate census data, eligibility, and proper group sizing before submission, preventing compliance issues, requotes, and avoidable delays.
Case Implementation
The transition from sold quote to enrollment is managed by Paragon, coordinating carrier onboarding and implementation until the group is claim ready and ID cards are accessible.
Enrollment Support
Our pre-sale and initial enrollment workflows encompass on-site meeting support, ben-admin setup, benefit guides, and digital communications—ensuring an efficient enrollment process.
Licensing & Appointments
Licensing and carrier appointment services are provided nationwide, with solutions for time-sensitive licensing needs and restricted or closed carrier markets.
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product offerings
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Frequently asked questions
Ideally, Paragon is engaged early, once a prospect is qualified and census data is available. Early involvement allows us to validate data, align on funding strategy, and avoid re-quotes or compliance issues later in the process. That said, we regularly step in mid-process to stabilize complex or time-sensitive cases.