“Becoming THE Resource for Your Clients” Who is Summit Consolidated Group January 19, 2009
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Transcript of “Becoming THE Resource for Your Clients” Who is Summit Consolidated Group January 19, 2009
Summit Consolidated Group SCG is a multi-disciplinary group of companies that
provide clients and their advisors with expertise and support in a variety of competencies ranging from insurance to employee/corporate benefits to HR support.
SCG’s goal is to become the advisor’s primary support resource in support of their markets abilities to save time, save money and reduce risk. The “One Stop Shop” concept is real and is called
“The Summit Resource Center”
Retail Product and Services• Group Medical• Group Ancillary• Worksite Products• Corporate Retirement Plans• Corporate Deferred Compensation Plans• P&C (Personal, Commercial, W-C)• Mortgage Financing• Human Resource Services• Benefit Administration & Management Services• Wealth Management• Executive Benefits & Individual Insurance Products
Advisor/Broker/Affiliate Services:• Strategic &Tactical Business Planning• Business Intelligence• Marketing & Market Development• Branding and Co-Branding• Operational (Process and Procedure)• Financial Accounting and Reporting• Technology and Efficiency Tools• Compliance and Legal Assistance• Real Estate and Capital Acquisition• Training and Development• Succession Planning and Implementation
M & A Services
TelaMedicine
WebDependent Eligibility
AuditFinancial
Outsourcing
Consulting Services
HR Administration
Benefit Communications
Benefit Administration
Property Casualty
Voluntary Benefits
Retirement Services
WealthManagement
Estate Planning
Individual Insurance Services
Succession Planning
Group Medical
Executive Benefits
Group Ancillary
Benefit Administration
WebDependent Eligibility
Audit
FSA HRA HSA
Case &Disease
Management
Claims AdministrationCobra
Administration
Wellness
Culture
Cafeteria Plan Administration
Consolidated Billing
Leave Management
FMLA
Group Medical & Ancillary
Self funded Medical--
Alternative Financing
401(k)--
Retirement Plans
Voluntary Products--
Worksite Purchases
Individual Insurance Products & Services
Wealth Management
--Investments
InformationTechnology
FamilyOffice
HR Management&
Services
Payroll
Legal -
Compliance
TaxPlanning
Mergers & Acquisitions
--JV’s - P.E. – V.C.
Real Estate
Mortgages --
Personal & Business
Property & Casualty, Ins.
WIPWIP
Summit Consolidated GroupResource Center
“Big Picture View” Distribution Driven – Relationship Managers & Specialists
The Value of Leverage Through our broad service model and partnering
culture each of you can leverage your relationship in a way that will . . . .
• Broaden Your Proven Services• Enhance Your Client Relationships• Improve Your Client Retention• Insulate Your Clients from Competitors• Diversify Your Revenue Sources• Open New Opportunities
. . . . . without distracting you from your core business.