Advanced Professionals Insurance & Benefit Solutions has launched its Managed Services program in California, helping to solve the industry dilemma of making small account management efficient and profitable. 

 “We are very excited to launch this service in the California market,” said Keith VanderZanden, Executive Vice President for Advanced Professionals. “Our service reduces staff workloads, services accounts more efficiently and optimizes small account management.” 

Advanced Professionals, the wholesale benefits division of Newfront, launches the new service with Newfront’s Emerging Markets producers. “By providing this service to our internal producers, we eliminate the need for outside vendors. This allows Newfront to customize the client experience, and brings increased revenue to Newfront’s bottom line,” Keith said. “We are a partner to the EB team, not a vendor.” 

What is Advanced Professional Managed Services?

All clients deserve and expect an excellent level of service, but it can be difficult to balance service with efficiency. Advanced Professionals helps achieve that balance, increasing profitability and growing small accounts. 

Key services include:  

• Proposal development 

• New business submissions 

• Customer onboarding 

• Renewal cycle management 

• Incoming client calls 

• Benefit collateral 

• Creation and maintenance of forms, documents and contracts 

• Compliance and regulatory management and expertise 

• Additional services as needed 

Advanced Professionals Managed Services Team 

The Advanced Professional Managed Services team offers an unprecedented level of customer service. In addition to more than 25 years’ experience, account managers are completely focused on client support and are reinforced not only by an internal team, but also some of the best insure-tech available in the market today. Advanced Professionals Managed Services exceeds customer expectations. 

For more information, please see our Advanced Professionals Managed Services flyer.