2022 Softdocs Prospecting

Slide 1

Who is

Clarke & Company

Benefits?

Click here to watch our video on our competencies.

Web

Next Level Benefit Agency

Click to learn more about our core competancies.

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Jennifer Holly

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Jennifer Holly

BENEFIT ADVISOR

Jennifer started as an intern for Clarke & Company before coming on full time. She has 21 years of experience as an insurance broker. Jen is a valued resource to her clients.

"I love working with our clients and being able to provide services that help to ease their every day lives."

Michael Wolfe

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Michael Wolfe

BENEFIT ADVISOR

Michael joined Clarke & Company in 2011 and has build a diverse client base by being responsive to client's needs, going the extra mile, and working to achieve their benefit goals.

“I’m passionate about the solutions I bring to clients and strive to continuously add value for their benefit goals each and every day.”

Margrett Winegard

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Margrett Winegard

Account Manager

Margrett Winegard has been with our agency for a little over year. She serves as a liaison between our clients and the insurance carriers. Her core priority is to address our customers' needs and concerns as quickly and effectively as possible and to develop and maintain strong relationships.

“I pride myself with helping our clients efficiently, so they can concentrate on other areas of their business.”

Slide 2

CLIENT STORIES

"Integrity"

As in our business, every interaction matters, and we have come to have confidence that we can trust C&C and their team will deliver their best each and every opportunity. This alignment of values and beliefs make Clarke & Company Benefits a great strategic partner of our company.
Mike-CEO 250 employees

1/4

Clarke & Company is passionate about developing a relationship with their clients based on mutual trust.

Mike

Slide 2

CLIENT STORIES

"Data Analytics"

Our 1st DMW report showed ER usage as over norms and most were not true emergencies. We changed the ER copay higher and the urgent copay lower and this has been a non-issue since.
Ken-COO 500 employees

2/4

We looked at Rx usage and implemented a new strategy based on data compiled by C&C.

Ken

Slide 3

CLIENT STORIES

"Navigating Compliance"

I cannot imagine trying to navigate the legal waters of benefit administration during these times without Clarke & Company.
Wendy-HR Director 60 employees

3/4

I completely trust them to help keep my my company and my employees in compliance while also assisting us with getting the best benefits plans for our dollars!

Wendy

Slide 1

CLIENT STORIES

"Making the Transition"

I think we've been most impressed with the speed with which you have all have executed each step during our transition.
Mike- CFO 200 employees

4/4

I also appreciate your willingness to show us new, creative plan designs that empower our employees to genuinely want to be healthier.

Mike