For brokers and agencies
Your clients need bilingual, high-touch enrollment support.
Building that in-house is expensive and slow to scale. We are the bench you bring in when the account needs it — and we never compete for your client.
The problem
The bilingual request always arrives at the worst possible moment.
A client wins a contract with a 200-person warehouse workforce, most of whom speak Spanish at home. Enrollment opens in five weeks. Your team is already carrying renewals, and hiring two bilingual counselors for one season does not pencil out.
So the enrollment gets handled with a translated PDF, a rushed group meeting, and a participation number nobody wants to present in the renewal review. Employees end up in the wrong plans, and the questions land back on you in March.
Partner With Us
White-label, if that is what the relationship needs.
We can operate entirely under your brand. To the employer and their employees, our counselors are part of your team: your name on the materials, your introduction in the room, your relationship intact.
- Materials, decks, and FAQs carry your branding
- Counselors introduce themselves as part of your enrollment team
- All reporting comes to you first, in a format you can forward to the client
- We never solicit your client for any other service — that is written into the engagement
How engagement works
Clear scope before anyone signs anything.
We confirm headcount, locations, language mix, plan list, and the enrollment window, then propose the structure that costs your client the least for the work required.
Project fee
One enrollment, one fixed price. Best when headcount and the window are known up front.
Day rate
Counselors on site for a set number of days. Best for multi-shift worksites and travel-heavy engagements.
Per-meeting fee
Priced by completed one-on-one appointment. Best when participation is hard to predict.
Monthly retainer
Ongoing coverage across a book of clients, including new-hire enrollment year round.
Typical timeline
- Week 1 — Scope call, plan documents reviewed, counselor team confirmed
- Week 2 — Materials built and approved in both languages, schedule published
- Weeks 3-5 — Group sessions, then one-on-one appointments
- Week 6 — Enrollment closes, reporting delivered to you
Why brokers choose us
01
Personalized service
You talk to the people doing the work, not an account manager three layers away from the worksite.
02
Real insurance backgrounds
Our counselors have carrier and agency experience. They understand plan mechanics, not just a script.
03
Faster turnaround
Because we are boutique, a scope call on Monday can become a staffed enrollment plan by Friday.
04
No rigid minimums
A 40-employee client is a real engagement to us, not a case size we decline.
We are not your broker, your HR team, or your carrier. We are the bridge between the benefits you already offer and the employees who need to understand them.
Start with one client.
We would rather prove this on a single account than pitch you a program. Pick one client — ideally one where the bilingual gap is already costing you time — and we will run that enrollment on favorable pilot terms. If it works, we talk about the rest of the book.
Next step
Let's talk about your next enrollment.
Tell us who you are and what you need. We'll respond within one business day with a straight answer about scope, timing, and fit — no pressure, no gated PDFs.