Clients Choose Us!
For nearly 60 years, Schroeder Insurance has been committed to building long-term relationships, We provide broad insurance protection to our clients, along with prudent advice, exceptional customer service, and attentive, neighborly care in times of crisis.
Our Step-By-Step Process
1. Fact Finding
- We gather information needed to be a true consultative broker.
- You complete a questionnaire and provide necessary documents.
- It is important that we understand your needs and current benefits holistically.
2. Pre-Quote Analysis
- There is a wide variety of options when it comes to benefits. How we approach your benefits package depends on many different factors.
- Doing a thorough analysis of your current needs and situation will uncover details that dictate what type of plan options we recommend.
3. Electronic Health Statements
- Our technology enables your employees to complete health statements online in an efficient user-friendly system.
- Completed health statements are loaded into carrier forms automatically.
4. Applications Submitted to Carriers
- We submit employee applications to carriers for pricing on plans that fit your needs as an
employer. - Once applications are submitted, it may take up to 14 business days to receive responses
from carriers with underwritten pricing.
5. Post-Quote Analysis
- We breakdown quotes from carriers and create comparisons that make it easy for you, the employer, to make important decisions about your benefits package.
6. Enrollment
- We submit all necessary paperwork to enroll you in the plan(s) of your choice.
7. Ongoing Service
- Our experienced team is right there with you after enrollment to answer questions, help with claims, and help make managing your benefits simple.
