Excelsior Insurance Brokerage, Inc. - Company Research Report

Company Overview

Name: Excelsior Insurance Brokerage, Inc.

Mission: No specific mission statement found; however, the company emphasizes providing superior service, using technology to streamline processes, and helping businesses grow revenue.

Founded: No information is available

Founders: No information is available

Key People: No information is available

Headquarters: 9151 Boulevard 26, North Richland Hills, TX 76180, USA

Number of Employees: No information is available

Revenue: No information is available

Known For: Excelsior is known for providing comprehensive insurance brokerage services across all 50 states and the District of Columbia, with specialities in both group and individual markets. The company leverages advanced technology to enhance sales processes and customer service.

Products and Services

Products

Group Market Products:

Group Health Insurance

Dental Insurance

GAP Insurance

Accident Insurance

Critical Illness

Hospital Indemnity

Short-Term Disability & Long-Term Disability

Hearing, Vision

Life Insurance

Stop Loss Insurance

Identity Theft Protection

Telemedicine

The group market offerings aim to keep businesses competitive by providing a variety of insurance solutions tailor-fitted for different employer needs.

Individual Market Products:

Life Insurance: Includes Term Life, Life Insurance with Living Benefits, Whole Life, Universal Life

Whole Life Insurance: Options include Final Expense Simplified Whole Life, Juvenile Whole Life, Participating Whole Life, Single Premium Whole Life

Universal Life Insurance: Features Current Assumption, Guaranteed, and Indexed Universal Life

Health and Supplemental Insurance: Covers Individual Health, Dental, Vision, Accident Insurance, Critical Illness, Hospital Indemnity

Key Features

Employee Navigator: A tool for digital group enrollment and HR management simplifying online enrollments, including benefit changes, and ACA compliance, etc.

Excelsior ConnectSuite Platform: Includes interconnected tools like LeadConnect, QuoteConnect, and BrokerConnect that streamline lead management, sales activities, and customer interaction.

Benefitter Broker Solutions: A platform to quote medical, dental, vision, and life products quickly, providing easy installation and seamless user experience across different devices.

Recent Developments

No information is available

New Products

No information is available

New Features

1. Onboarding functionalities with Employee Navigator:

Allows creation and digital management of offer letters and policy documents.

Simplifies management of essential HR documents like W-4s and I-9s.

2. Payroll Integration: Integration with top payroll providers enhances syncing of deduction and demographic information.
3. Resource Center: A hub providing the latest industry news and information to stay current on insurance markets.

Partnerships

Excelsior partners with multiple carriers to provide a wide range of insurance products ensuring brokers can offer diverse and competitive options to their clients.

Conclusion

Excelsior Insurance Brokerage, Inc. positions itself as a robust partner for both group and individual insurance markets. It utilizes cutting-edge technology to foster efficiency and growth for businesses, promising reliable support throughout insurance processes. Their extensive product portfolio includes a vast array of life, health, and ancillary insurance options suited for varied market demands.