Broker Check

Our Process

At Jolles Insurance, we use our experience and our independent agent advantage to help our clients find the best coverage for their needs.  We want you to be well-informed about your options and have created a multi-step process to guide you along the way.

Discovery

 We will ask a series of questions to learn about your overall needs and goals. We will also provide an overview of our services and discuss how we could work together.

Recommendation

After our initial meeting, we will present a customized strategy for you.  We will present our recommendations based on the goals you outlined and will take as much time as needed to fully answer your questions.

Clarification

Only after all recommendations are understood; and all your questions have been fully addressed, will we begin implementation.

Implementation
We will guide you through every step of the implementation process to ensure we’ve addressed any concerns and that you completely understand the recommended strategies.

For our Non-Group Individual Clients and Families:
Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a holistic strategy that incorporates all of your planning.

For our Group Clients:  
Jolles Insurance helps you integrate even the most complicated benefit package into communications that are clear, and most importantly, that effectively show your employees the value.   We make ourselves available to all employees, following up on claim disputes, clarifying plan guidelines, and providing them superior service.

Each anniversary, we provide extensive research and analysis.  With our independent advantage, we consider the best carriers, plans and specific language so you can be sure that as an employer your benefits are optimum.   In most cases, we can put them all on one platform for ease of administration.

All of our clients benefit from our ThinkHR platform.   An integrated suite of HR knowledge, content and training options that most importantly, gives our clients access to LIVE HR Support.   

We take a holistic approach to the planning process by looking at all areas of benefit planning.  We also utilize well-tested strategic relationships when needed, in areas such as P&C, Legal, Tax and Payroll.   

We use all of our independent research and experience to make sure you never forget why you hired us to be your broker.

Contact Us Today for a No-Obligation Benefits Review.

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