Our Process


Our Approach

At Vanguard Insurance Agency our approach towards a successful employee benefits program consists of 4 core categories. Throughout the process your advisory team provides the knowledge & experience to deliver client focused solutions.

Our Step-By-Step Process

Discovery Period

Do a complete analysis of your current benefits. Analyze your needs and obligations Identify obstacles that interfere with business growth and employee morale.

Concept & Design

Develop an integrated roadmap that drives up ROI. Prepare a detailed quote outlining and addressing all your concerns.

Implementation & Education

Establish timeline for open enrollment meeting. Prepare specifically designed employee benefit guides. Review plan options & assist employees with plan selection.

Continued Client Support

Ongoing support with all employee benefit questions or clarification, with thorough analysis and resolution of any claim disputes for employees. Also continued admin processing of all enrollment, changes & termination.