Pre-Sale Broker Services
Before a group is placed, the details determine the outcome. We do the deep analytical work, benefit design, plan options, network comparisons, and carrier positioning, so you can focus on what matters most: guiding your clients to the right decision.
Why partner with paragon
The Edge Behind Every Case You Win
Deep analysis on plans, networks, outliers, and commission incentives, deployed behind the scenes so you show up sharper, move faster, and close with confidence.
How Prepared Brokers Stay Ahead of the Competition
Market Analysis
We run multi-carrier quotes across community-rated, level-funded, and ASO options, contribution modeling included, and organize everything into a clean, presentation-ready proposal. Less time building the deck, more time in front of your client.
Benefit Strategy
We work through funding strategy, plan design, and network options with you before anything is finalized, balancing cost, compliance, and what works for your client's workforce.
Field Underwriting
We validate census data, eligibility, and group sizing before anything goes to a carrier, catching the issues that cause requotes, compliance problems, and last-minute delays before they cost you the case.
Case Implementation
Once a carrier is selected, we coordinate the full implementation — onboarding, carrier setup, and group configuration until members are claim-ready and ID cards are in hand. You stay focused on the client while we handle the handoff.
Enrollment Support
From on-site enrollment meetings to ben-admin setup, benefit guides, and digital communications, we manage the enrollment process end-to-end so your client's employees are informed, supported, and enrolled with confidence.
Licensing & Appointments
Need to write a group out of state? Have a carrier appointment holding up a case? We handle nationwide licensing and appointments, including urgent timelines, restricted markets, and closed carriers, so nothing administrative blocks a placement.
Growing West. Quoting Everywhere.
We're expanding offices across the West to be closer to our partners — and our quoting and service reach is nationwide.
product offerings
Our Carrier Access. Your Competitive Advantage.
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.
Ready to Hand Off the Pre-Sale Work?
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.