Broker Services

General Agency: Small Group

CRC Benefits helps brokers focused on small groups grow their book of business with the right mix of health, ancillary, and voluntary products — plus specialist support and digital tools that make quoting, enrollment, and renewals faster and easier.

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Small Group Benefits Made Simple

Streamlined Quoting. Seamless Enrollment. Smarter Renewals.

CRC Benefits gives you the tools, products, and support to manage small group benefits efficiently and effectively. Our platform makes it easy to quote, enroll, and renew small business clients while staying competitive in today’s fast-changing marketplace. Backed by national carriers, built for small business success.

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General Agency Services for Small Groups

Our small group general agency services help brokers work smarter and close business faster. From quoting to carrier coordination and post-sale support, we simplify your day-to-day so you can focus on growing your book.

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Online Quoting

Get fast, accurate, multi-carrier quotes and customized proposals for your small groups through our proprietary online quoting tool. Create client-ready proposals, plan comparisons, and employee/employer contribution options for small businesses.

Client-Ready Quote System

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New Enrollment + Carrier Approval

Track your case through your Agency Workspace as we accurately prepare your case for implementation by the carrier. Our new business team coordinates with the carrier to assure your case progresses through underwriting until issuance.

Agency Workspace

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Post-Enrollment Assistance

Our Customer Service Representatives act as a liaison between you and the carrier to bring resolution to issues, from requesting an ID card for an insured to researching a commission payment.

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Renewal Assistance

When your client's coverage is up for renewal, consult with our team to review current and new plans and coverages to ensure a smooth renewal for your clients.

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Educational Services + Compliance Support

Make sense of carrier offerings, industry trends, compliance, and more through comprehensive in-person seminars, online workshops, and resource guides.

Licensing + Carrier Appointments

We strive to ensure proper state licensing requirements are met and the details are visible to you in Agency Workspace. Access important carrier documents within the Carrier Center.

Carrier Products for Small Groups

With more than 200 carrier partners offering health insurance plans to dental and vision to voluntary and worksite products — you can be confident in providing the perfect portfolio of benefits to your small-group clients.