Broker resources
Everything for the first meeting.
Request the kit once. We'll email what you need.
What's in the kit
One-pager and deck
The EPC story for a CFO and an HR lead.
Sample proposal
Illustrative, labeled on every page.
Talking points
Plain answers to first questions.
Census template
Exactly the fields we need to quote.
Quote checklist
Rates, renewal, SBCs and claims.
Enrollment flyers
The three tiers, in plain language.
Get the broker kit
Enter your email and we'll send the kit. One request covers everything below.
FAQ
Broker questions, answered.
Can I quote before I'm appointed?
Yes. Quotes can start today. Firm quotes and enrollments wait for your appointment, and compensation starts once you're appointed.
How long does appointment take?
Start in about two minutes with your NPN and license states. We email a secure link for your W-9, broker agreement and E&O, and target appointment within a set number of business days of a complete packet.
How is compensation paid?
Flat, disclosed, on the case, in writing to your client. No volume overrides or placement bonuses, and we never compete with you for the relationship.
What size groups fit?
Employers with 5+ employees in Illinois today, with Arizona, Texas and Florida coming.
My agency is already on file. Do I start over?
No. Start your appointment with your NPN and tell us your agency is on file. We check against our appointed list so there are no duplicates.
Do you work with general agencies?
Yes. Tell us whether you're a writing agent, an agency principal or a general agency when you start your appointment.
What do I need to get appointed?
Your NPN and license states to start. Your W-9, broker agreement and E&O certificate are handled through a secure link we email you, not on this website.
What do you need to quote my client?
Start with the RFP checklist. Fully insured groups: census, benefit summaries, rates and renewal, and 18 months of claims if available. Self-funded groups: census, SPD, current vendors and fixed costs, and 24 months of monthly paid claims. Send what you have; we'd rather start than wait.
Will my client's incumbent stop-loss carrier be affected?
EPC works with your client's TPA, stop-loss carrier and PBM. We'll walk through the setup on your first group.
Is the analysis a firm quote?
No. It's illustrative, built from your client's data. Firm quotes follow underwriting and your appointment.
How do I show my client the savings?
Each analysis shows the expected case and a worst-year ceiling, with fixed fees on one page your client's CFO can check.
What support do I get once appointed?
A welcome email with your broker portal login, your compensation schedule and the census template, plus the EPC broker kit.
Ready? Get appointed.
About two minutes to start.