Account Executive
Employer relationships, renewal recommendations, open enrollment, and longer-term planning.
04 / CRC BENEFITS · AGENT RESOURCES
Stronger benefits support.
More room to grow.
CRC Benefits’ Account Services Division brings account management, enrollment technology, and day-to-day support together so agents can focus on client relationships.
ACCOUNT SERVICESENROLLMENT TECHNOLOGYRENEWAL SUPPORT
A Dreams benefitsconversation
Relationships up front.Coordinated service and administration behind the benefits conversation.
DREAMS / CRC / YOUR NEXT POSSIBILITYAccount supportEmployee changes, claims & billing
Enrollment technologyDigital choices & benefit summaries
Compliance resourcesNotices, education & reporting support
THE SERVICE BEHIND THE RELATIONSHIP
From first conversation
through the next renewal.
The service guides describe support across enrollment, daily administration, and renewal planning. Confirm the services available for each group.
COORDINATED SUPPORT
You keep the relationship.
The team helps with the details.
The Account Services model brings client-facing support and administrative specialists together. The roles shown here describe the service model in the supplied presentation.
View the service guideAccount Manager
Plan administration, onboarding, maintenance, and employer communication.
Customer Service
Help with claims questions, eligibility, billing, plan questions, and member ID cards.
New Business Analyst
Internal support through the sale or renewal and implementation process.
Sales Administration
Internal support for pre-sale and pre-renewal preparation.
MORE SUPPORT AT EVERY STAGE
Bring the benefits experience
together.
Simpler enrollment
Digital plan selection, cost-per-pay-period summaries, progress tracking, and a central document library help organize enrollment.
Renewal strategy
Market comparisons, recommendations, employee education, open enrollment, and implementation support extend the relationship.
Compliance resources
Annual-notice support, ACA reporting resources, education, and employment-law resources are described in the service guide.
Medical conversations
- Small and large groups
- Individual and senior options
- Level-funded and self-funded alternatives
Non-medical benefits
- Dental and vision
- Life and disability
- Other ancillary benefits
Voluntary benefits
- Accident and hospital indemnity
- Critical illness and cancer
- Worksite benefit options
Product categories reflect the supplied materials. Availability depends on the group, market, carrier, and current agreement. Compliance resources support informed decisions; they do not guarantee compliance.
THE REFERRAL CONVERSATION
A thoughtful handoff.
A clear next step.
The supplied 2025 referral guide targets groups with five or more enrolled medical employees—not simply five total employees.
Identify the fit
Confirm the business need, current benefit situation, and number of employees enrolled in medical coverage.
Prepare the handoff
Have the group’s name, location, contact person, business email, and telephone available through the appropriate referral process.
Coordinate with the team
Talk with Mike about the CRC route, then review current service and compensation terms with the appropriate specialist.
THE RESOURCE SHELF / DOWNLOAD & SHARE
Tools for the agent conversation.
Service you can explain.
Keep the current CRC-branded flyers close, with the legacy presentation available for background.
Service & technology guide
Account services, enrollment tools, and compliance resources.
Referral partner guide
The group referral process and information needed for a handoff.
Account Services presentation
Legacy BenefitMall presentation. Background on the service model.
The two CRC flyers are intended for licensed insurance agency use only. The presentation retains older BenefitMall branding and historical figures; use the current CRC team to confirm terms.
KNOW BEFORE YOU GO
Support with
the details in view.
What kind of group is described in the referral guide?
The 2025 CRC referral guide specifies five or more enrolled medical employees. Confirm the group’s current fit and market availability with the CRC team.
Are these brochures intended for business-owner distribution?
The two CRC-branded flyers are marked for licensed insurance agency use only. Use them to prepare agent conversations; request appropriate employer-facing material when needed.
Does every group receive the same service package?
Services and arrangements depend on the group and current agreement. The roles and tools summarized here describe the supplied Account Services model rather than a guaranteed staffing allocation.
What is the best Dreams next step?
Discuss the opportunity with Mike so the handoff follows the appropriate CRC path. The newer referral guide includes CRC’s referral contact and the information the team requests.
Make room for stronger client relationships.
Start with a group opportunity and a clear service need.