“Santa Cruz promised at our initial meeting to provide superior enrollment support both during and after the enrollment. It seems like anyone can enroll products, but it’s after the enrollment concludes that our issues really begin and where the service really counts. Santa Cruz lived up to their promises and has a dedicated HR support person on hand daily to handle all of our post enrollment billing, claims and employee questions. That service is invaluable and it makes an HR directors’ life at work easier when they can turn to someone other than the carrier for answers and help.” Expotel USA (National Hotel Franchise), A. Williams, Corporate Human Resources Director, Louisiana


“Charlotte actually cares and goes the extra mile. The Industry needs more like her. I would definitely be a poster child for her services.”
 Iron and Metal Manufacturer, R. Hobgood, Mississippi


“Eustis Insurance and Benefits has entrusted our voluntary benefits marketing and enrollment services to Santa Cruz Insurance Group for almost 10 years. As a major regional health broker we have used other enrollment options that were touted to produce similar results, however, none came close to the professional enrollment counseling and personal service provided by the Santa Cruz team throughout the enrollment process . The HR support services that are provided post enrollment virtually eliminates problems that typically occur regarding carrier billing, claims processing and voluntary administration that HR would normally handle. Santa Cruz performs beyond expectations and quickly provides resolution and support with a dedicated contact for each account. Our clients appreciate this service and Santa Cruz has consistently gone that extra mile and delivered exactly what they promised. We look forward to a continued partnership and future growth combining the best in class of our agencies to our clients and their employees.” Eustis Insurance and Benefits, Inc., M. Mann, Principal, Louisiana

“As head of the HR department for 13 years I have definite ideas about our open enrollment. Your team was very professional and took the time needed to answer all employee questions during the transition from another carrier. You and your staff exceeded my expectations and I’m not easily impressed.” Southtowne Motors, T. Law, HR Director, Georgia

“I would like to say Santa Cruz didn’t not over promise, they over delivered. You delivered exactly what you described and then some in the enrollment process. Your employees were attentive, supportive and not over bearing. Congratulations to you and your team and thank you for a great job with wonderful results.” Fitzgerald Auto Mall, S. Addison, Business Manager, Maryland

 “I wanted you to know how pleased we were with the enrollment process. As HR Director, I had my reservations due to past enrollment/ carrier experiences that were less than stellar. Your hurdle to get our business was great. Santa Cruz addressed my every concern and explained the benefit choices in a way that allowed me to make objective comparisons of our existing products and the merits of those Santa Cruz presented. Your team was knowledgeable, pleasant and at no time did I feel pressured to offer any product that did not fit in our benefit line for employees. The entire enrollment process was a success. When you have a team of professionals that are true to character and integrity that it takes to be successful, that is something to be proud of and you have everything to be proud of.” Cavenaugh Auto Group, B. Long, HR Director, Arkansas

“Santa Cruz provided our facility with voluntary benefit solutions and we have been extremely pleased with the program. The Benefits Communication system implemented by the professional enrollment team, provided a value added asset by delivering consistent messages regarding the plans offered. We have mostly been impressed with Charlotte’s commitment after the sale. She has been here every step of the way and I would not hesitate to recommend her to any other company. We are looking forward a long business partnership.” New Orleans Convention Center, D. Ohlmeyer, Chief Financial Officer

“As a Broker for Health Insurance and Employee Benefits, we partnered with Santa Cruz to provide better voluntary benefits plans and enrollment support services to our clients. After having been disappointed by other enrollment services we were skeptical about outsourcing again. Santa Cruz had a proven track record in the industry and we were confident Charlotte would personally make sure that her company would deliver. Our first enrollment with Santa Cruz was a difficult undertaking for them with the replacement of over eight carriers and products, but the product placement and benefit communications delivered by the Santa Cruz team of professionals was a huge success. Santa Cruz did more than promised which produced excellent results for our agency as well as our client. We look forward to a true partnership with Santa Cruz to be the deliverable and consultant on all of our voluntary needs.” First Arkansas Insurance, D. McKinney, Principal, Arkansas 

“Charlotte Santa Cruz presented her products and services to our company and pulled everything we needed under one umbrella. The products, enrollment and support were exactly what was promised and we are looking forward to her team also being the HR support that is so desperately needed when voluntary benefits are implemented. We look forward to a long relationship with the Santa Cruz team of professionals”. New Orleans Cold Storage, R. Schmidt, Human Resources Director, Nationwide 

“We outsourced our Voluntary Benefits division to Santa Cruz because our agency wanted to offer clients the best solutions on the market while also bringing in a true partner who cared about our cases. Charlotte has helped us grow our business with her industry expertise, professionalism and commitment to our clients needs regardless of the situation. Our clients are very pleased with the services Santa Cruz provides as they remain on the cutting edge of daily changes in the voluntary industry and go that extra mile to deliver what they promise. While other firms just enroll and are gone, Santa Cruz has the knowledge and the experience to deliver more than just another enrollment solution-they deliver service long after the enrollment concludes. At the end of the day, that is what matters most to everyone.” First Arkansas Insurance, B. Trevino, Principal, Arkansas
 
“The Atlantic Auto Group would like to thank you and your team for the tremendous enrollment that provided better benefit solutions for our employees in all 23 locations. Your professionalism throughout the process is to be commended. You and your team did an excellent job and we are looking forward to many years of working with Santa Cruz.” Atlantic Auto, M. Brown, New York

  
“We wanted to thank you for a successful enrollment that exceeded all expectations. You helped our employees to obtain better benefit plans to compliment our health program, while also providing the same exceptional service after the enrollment with Human Resources Support, Claims and Billing.” Chuck Hutton Chevrolet, H. Hutton, Owner, Tennessee 

“Our Agency just began working with Charlotte and her team for voluntary benefit enrollments and consulting services. It was an easy choice, as her reputation precedes her and we can’t wait to start what we consider will be a long- term relationship.” HMH-Benefit Advisors, M. E. Meadors, Principal, Arkansas