Financial Services
Overview
As someone in the financial services industry, your clients rely on you to help them achieve financial goals. Your commitment to deliver solutions to meet those goals is what preserves your client relationships. Whether you work with the self-employed or business owners with multiple employees, BASE® can help your clients find additional dollars to spend on the products you offer.
BASE® is here to help increase your sales opportunity. The products BASE® offers have proven to help those in your industry present a cost-effective way to deal with the rising cost of health care. In doing this, BASE® helps free up thousands of dollars in spendable income that can be invested in the products and services you have to offer.
Benefit to You:
Access to Secure BASE® Account.
Once you have decided to become a BASE® Business Partner you will be able to take advantage of the various online features that are available exclusively to Business Partners.
Marketing Opportunities.
BASE® is interested in helping you grow your business and wants to provide you with the tools to properly do so. As part of our commitment to you, BASE® offers a variety of different options to help inform your clients about the products and services we offer.
Training, Continuing Education & Resources.
BASE® provides various opportunities to learn more about our products and services, an outlet for continuing education courses, and the support and tools to make your partnership with BASE® worth your time.
Financial Benefits.
BASE® believes you should be compensated for your efforts, and has a very generous compensation package available.
Benefit to Clients:
Affordable Health Care.
Clients can learn about tax saving benefit strategies BASE® has to offer that provide the options to keep paychecks intact, while creating incentives for participants to hold down their medical expenses.
Compliance.
Rest assured that plan information is always up-to-date and in compliance with government regulations. BASE® has an important responsibility to be watchful and committed to the compliance surrounding our products, especially when they involve the Internal Revenue Service, Department of Labor, and Employee Retirement Income Security Act. Plus, BASE® is also well aware of the latest state insurance laws and regulations that can affect the way in which any of our clients do business.
Third-Party Adjudication and Substantiation.
The IRS requires reimbursements and claims of all medical expenses to be substantiated through an independent third party. As an administrator of a variety of reimbursement plans, BASE® adjudicates the medical expenses submitted by each participating employee. In addition, BASE® provides participants with the proper documentation to verify the adjudication of qualifying medical expenses.
Customer Service.
BASE® makes customer service a priority and is available to assist clients throughout the duration of their plan. Offering multi-account coordination, as well as personalized platforms for employer and employees, BASE® is committed to providing the best customer experience.
Frequently Asked Questions
BASE® understands how busy you are, and we make every effort to ensure that our administrative services are as seamless as possible. Plus, we have developed a secure website that allows you to review information about each one of your clients enrolled in BASE® products, as well as various tools and resources to assist you. BASE® believes that partnering together will ultimately help you build stronger relationships with your clients, while ensuring that you have all the time you need to focus on your own business.
BASE® is available to help reach your clients with information about our products.
- We can schedule a virtual meeting or webinar.
- We can set up a mailing campaign to a specific list of your clientele.
- We can reach your clients via the telephone.
- We can contact your clients via email.
We know that small business owners are busy, and we'll work with you to determine the best method to contact them about our products. As part of the BASE® Commitment, we pride ourselves in our excellent customer service. As a Business Partner, we will go out of our way to help you in any way that we can.
BASE® does not sell insurance. BASE® administers employee benefits and compliance services. With a variety of tax-advantaged benefit options, we believe there is something to help your clients save money. Partnering with BASE® gives you a unique means of uncovering thousands of dollars in investment dollars – a win-win for you and your client.