southtexasagent
Expert
I just got a group referral from a guy I wrote an individual policy for - his girlfriend's company with 5 employees. Calling her Monday and have never sold group before. I'm contracted with Golden Rule as well as others but thought they might be the better fit for group? Is it as simple as taking a census and providing the information to GR to get this ball rolling? OR do you think a list-bill scenario would be better pricing? Any help would be much appreciated.