Enrollment and Human
Resources Support Services

  • Consult, Market, Communicate and Enroll Custom Designed Voluntary Programs.
     
  • Underwriting Exceptions Offer Exclusive Competitive Advantages.
     
  • Core and Voluntary Enrollment Services.
     
  • Professional HR Benefit Counselors to Educate Employee versus Sell Products.
     
  • Multiple Carrier Enrollment Services.
     
  • Detailed Comparison of Recommended Carrier Options and Rates.
     
  • HR Technology Consulting — We offer expertise, support and implementation of technology solutions that are available at reduced rates through certain vendors when Santa Cruz is the enrollment service.
     
  • We offer a variety of enrollment options to create VB solutions that provide the most value with least amount of effort on the HR Staff.
     
  • Electronically Update, Verify and Transmit Enrollment Data to Payroll/HR/Carriers.
     
  • Update Employee Data to Include EOI/Beneficiary Designations/Dependent Verifications.
     
  • Ongoing Newly Hired/Newly Eligible Support with Consistent Enrollment Counselors.
     
  • Our enrollment counselors are highly trained in the Santa Cruz enrollment method.
     
  • Dedicated Human Resources Staff to Manage Account Post Enrollment.




     

Four Ways We Support Your Staff

  • VOLUNTARY BENEFITS CONSULTING
  • ENROLLMENT SOLUTIONS
  • HUMAN RESOURCES SUPPORT
  • CLAIMS & BILLING SUPPORT POST ENROLLMENT
Santa Cruz Insurance Group - Voluntary Benefits and Human Resources Support

Santa Cruz Insurance Group, LLC
More than just another enrollment company

Your Voluntary Benefits and Human Resources Support Partner.

Enrollment Services

Our services are designed to take the workload off our clients by allowing them to focus on their core competencies versus voluntary benefit enrollment issues. With our experience in handling all aspects of the Human Resource function, we know the importance of providing individual attention to employees during the enrollment process so they can feel confident in their benefit selections. Santa Cruz offers a variety of enrollment options to meet the needs of a diverse work force and company objectives.

Santa Cruz Insurance Group - Your Benefits

Superior Enrollment Results

Higher Participation - Our enrollment participation in all benefit plans has produced higher results due to our experience in Human Resources management as well as the use of exclusive Santa Cruz counselors supporting our clients long after the enrollment concludes. Guarantee Issue products and special underwriting exceptions offered exclusively through our agency allowing our clients to have access to guarantee issue VB plans typically excluded with traditional voluntary plans.

Higher Persistency - Our average persistency remains higher than most other enrollment services after a two year post enrollment study. This confirms that the products offered were needed, communicated effectively and serviced properly. This data is important to the employer who wants increased payroll tax savings, while demonstrating employees did not feel pressured to purchase plans. Our counselors are experts in HR consulting. We do not hire from national enrollment pools and maintain a higher number of exclusive enrollment counselors than most competitors. Conducting your enrollment with benefit counselors that are highly trained in the Santa Cruz enrollment method provides better results. From a legal perspective we strongly believe this protects our agency and your business. We are in the business of partnering with our clients long term and not just during the initial or new hire enrollment process. This practice ensures the highest persistency and customer satisfaction for years to come.

With Santa Cruz As Your Partner, Your Benefits Are Complete

Your HR Staff Will Like Our Services

The driving force for Santa Cruz is a shared commitment to providing comprehensive Voluntary Benefit Solutions and service to support your staff. Our goal is to provide services that exceed your expectations in the industry and deliver true value added solutions. We measure our success through long-term customer satisfaction.

Our Privacy Policy

Santa Cruz has a company Privacy Policy that protects client information. Our client confidentiality is our primary concern. If a prospective customer would like information on our customer base, we will gladly discuss our enrollment history and arrange for them to consult with our clients.

SANTA CRUZ INSURANCE GROUP, LLC