Insurance world,
made easy.
We know brokers needs, and the companies they serve.
Our services enable them to achieve more, swiftly.
Broker’s essentials at your fingertips
Your performance is our top priority
As your partner, we want to help optimize your performance. That's why we constantly evolve and develop our offering.
Illustration Package
Get a better understanding of the plans with our tailored reports. Plans are prepared and organized for easy consumption and they accommodate all scenarios.
- Customized illustration package in .xlsx for every RFP.
- Quoted with all carriers.
- Easy to navigate plans.
- Dynamic comparison templates.
Renewal Management
Our platform will track, manage, communicate, and assist you with the renewal process.
- Full support for the renewal process.
- Renewal reminders, audits, checklists, and deadlines.
- Policy status tracking.
- Inventory management.
Backend Technology
We are more consultative than ever. New automation processes make us more precise and equip us with unparalleled market intelligence.
- Business process automation.
- Document gathering and cataloging.
- Case status tracking.
- Book of business intelligence.
We’ve got you covered
What makes Kilpatrick truly special?
Team Structure
- Brokers assigned to dedicated small group service teams of account managers.
- We assign an account manager to each case, at point of entry. They are responsible for the entire lifecycle of the group’s activity indefinitely.
- The account manager processes the RFP, tailors the illustration, communicates our deliverables and provides insight and direction, supports enrollments, scrubs and installs cases, supports ongoing customer service, and manages renewal marketing.
- There are no cracks because there is no division of labor. A single person is always accountable, and the rest of the team provides redundancy as backup when the account manager is unavailable.
Market Presence
- We are the largest GA in our markets by market share with a company that bares our family name.
- We follow a strict code of ethics to protect both our brokers and our carriers.
- Our carriers respect us for what we do, what we know, and how we perform. That’s why they value our opinion.
- We have a responsibility to the market—to shape the direction of progress in the market, to carry our carriers’ messages, and to represent the interests of our broker partners. And we take it seriously.
Freedom to Hold us Accountable
- We have no broker contract. Nothing obligates a broker to us. If a GA does not add value, they do not deserve the business. We have to earn your loyalty with our performance day in and day out.
- Using us does not impact your compensation in either direction.
- Carriers contract with us to perform services on their behalf.
- We host educational events, seminars, and workshops through the year. Communicate carrier updates and important market news via email and through everyday dialog. And publish health reform regulatory, carrier, and compliance updates on an ongoing basis in our news blog.
News and updates
Read our blog to learn about latest trends and get access to a better way to manage your clients.
Starting March 1, 2026, Aetna will migrate all Aetna Funding Advantage (AFA) groups installed on Springboard Marketplace to Aetna's eBusiness platform at renewal.
Summary of timeline for 1/1/2026 quoting and renewal availability and an overview of plan design changes by carrier and segment.
BCBS will introduce four additional vision plans in 2026, and change all new and existing groups from the EyeMed Select network to the EyeMed Insight network.
Employers are required to determine if their health plan's prescription drug benefit is creditable, provide notices to covered individuals, and disclose the plan's status to CMS annually. Carriers provide varying resources to support employer determinations.
BCBS announced enhancements to their Blue Balance Funded program: lower minimum case size, extended run-out to 12/60, and a streamlined application process.
The One Big Beautiful Bill Act brings major HSA changes—making telehealth pre-deductible permanent, adding DPC eligibility, and expanding HSA access to on-exchange Bronze and Catastrophic plans.
