Be the broker who
brought the better plan.
Employers are tired of the renewal treadmill, and too often their advisor takes the blame for a system they didn't build. SOTA gives independent brokers a different plan to bring to the table. We work through you, not around you.
Four promises we make to every broker partner.
In writing, and the same for every client.
We work through the broker of record.
The client relationship is yours. We don't go around you to win a case.
The client chooses their advisor.
Moving to a SOTA plan never requires changing brokers.
Compensation in daylight.
Clients trust advisors whose pay they can see. Transparent compensation is how good brokers stand apart.
You're in the room.
You know the client. We know the plan architecture. Finalist meetings go better with both.
More to bring than a renewal and a spreadsheet.
Every plan type, the analysis to back it up, and a team that carries the enrollment and service load after the sale.
Renewal deconstruction
We break down your client's current renewal so you can show them how it was built.
Custom-built benefit plans
Self-funded health plans plus voluntary and ancillary coverage, built around each client.
Stop-loss placement
Specific and aggregate coverage marketed, placed and aligned to the plan.
Enrollment handled
Our licensed, bilingual call center runs enrollment and member service.
Monthly data
Real plan performance to review with your client all year, not just at renewal.
Education for you and your clients
Behind the Rate™ and Real Value courses, built for CE and SHRM credit.
Yes, some employers come to us frustrated with their broker.
Here's what we do. We ask who advises them. If they want to keep that advisor, we bring the broker in. If they've already decided to make a change, that's their call, and we can introduce them to independent brokers who know self-funded plans.
Either way, the plan, the data and everyone's compensation are out in the open. That's how trust gets rebuilt, for us and for the brokers we work with.
“I like the flexibility on the plans. [SOTA] can custom design and create, and then on the pharmacy side, the flexibility. I think it gives employers some good options that [employers] just can't get in the normal market.”
Have a client staring at a bad renewal?
Send it over. We'll deconstruct it with you, not instead of you.