Your outsourced account team for small groups.

Lower overhead. Happier clients. No hiring required.

Book a Broker Consult

What Brokers Say

"MBH's detail and follow-up give me complete confidence my clients are in good hands."
— Brandon Watermann, Broker
"Within 18 months, I tripled my book of business thanks to MBH's care and expertise."
— Jim Horvat, Broker
"They make doing business effortless and provide the kind of support that keeps our clients happy and loyal. Their professionalism and care make client retention a breeze."
— Amanda Dillon, Broker

The Challenge

You built your book by building relationships — but now the day-to-day service work is eating your time and margins.

Our Solution

MBH becomes your built-in account management team. We take care of adds, terms, COBRA, renewal prep, carrier coordination, employee communications, and optional virtual enrollment meetings.

How It Works

📞

Intro Call

15-minute assessment of your current service gaps and client needs. We identify exactly where MBH can add the most value.

Quick Setup

We integrate with your systems within 48 hours. Your clients get seamless access to our team with your branding.

🤝

Ongoing Support

Full service desk, renewals, and client communication. You stay the relationship owner while we handle the details.

What MBH Actually Does for You

👥

Employee Onboarding

Automated welcome packets, benefit elections, and new hire coordination with carriers.

📋

COBRA Administration

Complete COBRA compliance, notices, premium collection, and termination processing.

🏢

Carrier Liaison Work

Direct carrier communication, issue resolution, and policy administration on your behalf.

🩺

Claims Support

Employee claims questions, provider network navigation, and dispute resolution.

🔄

Renewal Preparation

Data analysis, census updates, market preparation, and renewal presentation materials.

📞

Employee Communications

Benefits education, life event processing, and ongoing employee support calls.

Cost & Value: In-House vs. MBH

In-HouseMBH
Salary + overheadPredictable service fee
1–3 month rampFast start
PTO gapsNo downtime
Management overheadWe manage quality
Turnover riskStable team
Add headcount to growScale without hiring

Illustrative scenario: In-house ≈ $78k/yr vs. MBH predictable monthly fee.

[Interactive ROI Calculator Coming Soon]

Common Questions from Brokers

"Will my clients know you're not my employee?"

Your clients interact with MBH under your brand. We introduce ourselves as part of your team and maintain your agency's standards and voice in all communications.

"How do you maintain my brand standards?"

During onboarding, we learn your communication style, brand guidelines, and client expectations. Our team becomes a seamless extension of your agency.

"What if I need something custom for a client?"

We handle custom requests as part of our service. Whether it's specialized reporting, unique enrollment needs, or carrier-specific requirements, we adapt to your clients' needs.

"How quickly can I see ROI?"

Most brokers see time savings immediately and cost savings within 3-6 months. The service fee is typically 30-50% less than hiring in-house staff.

Why Brokers Choose MBH

💰

Keep clients happy without increasing payroll.

Protect margins and time.

🤝

Partner with a team that represents you well.

Case Example

"Within 18 months, I tripled my book of business thanks to MBH's care and expertise."
— Jim Horvat, Broker