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.
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
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.
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.
Our software tracks and maintains your plan to make sure that you are hitting the required governmental benchmarks.
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.
Compare Quotes From All the Carriers You Trust.
Without All the Hassle.
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.
1439 Stuart Engals Blvd., Suite #300
Mount Pleasant, SC
Get in Touch
We're here to help! You can contact us Mon-Fri:
telephone: (843) 494-5554