The General Agency Model is Evolving

We're Innovating What You Expect From a General Agency

The Affordable Care Act Changed Everything
and so has United Producers Group

Learn more
 
The General Agency Model is Evolving

We're Innovating What You Expect From a General Agency

The Affordable Care Act Changed Everything
and so has United Producers Group

Learn more
 
The General Agency Model is Evolving

We're Innovating What You Expect From a General Agency

The Affordable Care Act Changed Everything
and so has United Producers Group

Learn more
 

A Revolutionary New Broker Experience

 

We feel that brokers in today’s complex and constantly changing environment need more than simply proposals and service.

We understand that you are expected to sometimes be a lawyer, accountant and human resources department all at once, and we’ve expanded our portfolio of services to include things to help you wear all those hats.


How are we innovating?
 
 

Here are some of the cool
things we are doing
very very well.


Online Benefit Enrollment Tool

Enroll and manage your entire employee benefits package online – no more paper forms!

Watch Demo

Customized Benefit Booklets

We create a customized professional benefit booklets for your corporate clients. They run the full gamut of all the benefits that your groups offer their employees.


ERISA WRAP Documents

That’s right, we will complete the ERISA WRAP Documents, and have the full Summary Plan Descriptions (SPDs) including mandated ERISA language ready for your employer groups to distribute to employees

Full Online HR Library

Easily share our HR Library with your employer groups and can assist them with such areas as OSHA, ERISA, COBRA, Immigration, Taxation and more.

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Block Management

We have the capabilities to run your block of employee benefits business from start to finish. Whether you are a Property and Casualty Agency looking to increase revenue by offering employee benefits or a Regional Bank considering offering insurance products to better serve your client base, UPG can help.

1094 Completion and Distribution

We take the burden off the HR administrators by providing all forms ready to distribute to the employees of your insured groups, as well as signature ready employer tax forms. All your customers have to do is distribute them to their employees, sign the corporate form and mail to Uncle Sam.


Quoting Tool

Send us a small group census and we’ll send you quotes back from every fully insured carrier available in your market in one concise, easy to read spreadsheet. All you need to do is present your findings to your clients.

ACA Compliance

Our software tracks and maintains your plan to make sure that you are hitting the required governmental benchmarks.

What we're bringing to the table to help
our brokers succeed.


About UPG

We were formed because we think the traditional General Agent model that brokers have been accustomed to is broken.. tired... done. We're turning the traditional General Agent model upside down. Our staff has over 50 years combined experience in Group and Individual Benefits. We believe in providing specialized, personalized service and the best technical minds in the industry.

A Revolutionary Broker Experience

We feel that brokers in today’s complex and constantly changing environment need more than simply proposals and service. We understand that you are expected to sometimes be a lawyer, accountant, and human resources department all at once, and we’ve expanded our portfolio of services to include things to help you wear all those hats.

Our staff has over 50 years combined experience in Group and Individual Benefits.

Our Team




Compare Quotes From All the Carriers You Trust.
Without All the Hassle.

  • bluecross-blueshield logo -164x85
 

Have a question? Get in Touch!


Send us a message and one of our expert team members will get get back to you within 24 hours.


How are we
innovating
the industry?

We believe that all broker partners are not created equal. Therefore our level of services and tools are tiered based upon a broker's level of production and involvement with UPG.

Connect with us anywhere
you want

Get in Touch


We're here to help! You can contact us Mon-Fri:

telephone: (843) 494-5554

e-mail: info@upgbenefits.com