Vanguard Resources, Inc

Bringing Clarity to Employee Bemefots

2213 Brothers Road, Suite 300
Santa Fe, NM 87505
505-428-0858

Customized Planning

Customized PlanningEvery relationship needs periodic reassessment. HR and Benefit Managers need to know market trends, claims trends, emerging risks and the tools to handle them. READ MORE

Too Much Information?

too much informationIt’s easier to commit to goals when complex issues are clarified. But quick decisions without sufficient data can result in higher costs, disappointment, and frustration. READ MORE

Compliance Questions?

complianceGet answers to your own compliance and regulatory questions, through our exclusive access to a Washington, DC-based employee benefits law firm. READ MORE

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The Proper RFP for Employee Benefit Broker Services

Employers…

Are you having a difficult time receiving qualified responses to your Request for Proposal (RFP) for Employee Benefit Broker Services?

If so, take a look at my accomplishments and see if they fit your needs as a start to your RFP search.

I have 35+ years of experience as an employee benefit broker.  My experience and agency set-up may not fit your needs, however.  My agency is small and caters to the needs of employers with 2-500 employees that purchase benefits in the private market.  My clients enjoy the personalized service that they receive from me and my life and business partner, Dave Sperling.

Here’s a rundown of some of my services that may jive with what you are looking for in an employee benefit broker:

  • Methods of controlling healthcare costs including but not limited to Account-Based programs (FSA, HSA, HRA) and Healthcare Advocacy
  • Excellent references for businesses like yours – non-profits, engineering, architecture, accounting, medical practices, law firms, scientific firms, schools, restaurants, and contractors.
  • “1 Form” enrollment or online enrollment platforms in multiple languages
  • Strategic renewal processes
  • Compliance instruction and resources
  • HR solutions including vast experience in teaching & communicating employee benefits
  • Best coverage options for your changing needs
  • Errors and Omissions insurance, proper licensure, certifications, and designations

For information about the Independent Insurance Agency Association of New Mexico’s 8-hour Stop Loss Certification course, please visit https://iianm.org/ebd/.

Anne Sperling is the instructor for the course, which is required by the state of New Mexico for selling and servicing self-funded employee benefits. She is also a founder and member of the Steering Committee for the newly formed Employee Benefits Division of the Independent Insurance Agents of New Mexico, which offers producers continuing education opportunities and an excellent way to stay up-to-date on insurance-related legislative activity in New Mexico.

On October 1, 2020, Anne Sperling was awarded the prestigious Circle of Excellence Award by the National Association of Health Underwriters. “Anne Sperling exemplifies the qualities that make health insurance agents and brokers such important resources and advocates for American consumers,” said Eva Fomalont, past National President of the National Association of Health Underwriters, who lives and works in Albuquerque for BenefitSource. “Anne has worked tirelessly on behalf of countless clients to ensure they have the insurance coverage they need.” To read the entire news release, click this link.

The National Association of Health Underwriters represents 100,000 professional health insurance agents and brokers who provide insurance for millions of Americans. NAHU is headquartered in Washington, DC
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