Broker & Marketing Partners

Trident Benefits & Consulting is built around our Wholesale Broker and Marketing Partners relationships. We are always looking for new Agents, Brokers and Consultants who are looking to bring innovative solutions to their clients to offer group medical insurance and more through “A Better Plan for a Better Price through Price Transparency, while Increasing the Consumer’s Experience at the Employee Level.”

Broker, Agents & Consultants:

Trident Benefits & Consulting is a General Agency for all employee group medical insurance benefits from Group Health, Ancillary and Supplemental. Our Services as a General Agent are tailored to your agency based on your sales and service platform.

The scope of our services is determined by the Agency but we specialize in the following:

  1. Plan Design & Cost Analysis
  2. Medical Claims & Risk/Stop-Loss Analysis
  3. Pharmacy Benefit Management Analysis
  4. Plan & Vendor Relationships
  5. Ancillary Benefit Analysis
  6. Supplemental Benefit Analysis
  7. Sales Support
  8. Enrollment & Implementation
  9. Ongoing Customer Service – Account Management
  10. Compliance
  11. Captives
Most of our Agents, Brokers and Consultants eventually become Marketing Partners where we assist and help with lead generation and business development.

Marketing Partners

Marketing Partners are a very special type of Agent, Broker, Referral Partner or Consultant who have built their business development around our products and services. The Marketing Partner has seen the value of what Trident Benefits & Consulting can achieve for their employer groups as well as the satisfaction to the end user.

Trident Benefits & Consulting appreciates our Marketing Partners and strongly values these relationships. We assist the Agent, Broker, Referral Partner or Consultant with the following Services:

  1. Lead Generation
  2. Email Marketing Campaigns
  3. Social Media Marketing
  4. White Labeled Products & Services
  5. CRM Access for All Business Development
  6. Actuarial Assistance
  7. Legal & Compliance (ERISA Attorneys)
  8. Ongoing Sales Training & Support
  9. Quarterly Educational Webinars for Clients & Prospects
  10. Customized Newsletters & Compliance Updates
  11. Captive Development
Marketing Partners typically have twice the closing ratio of the typical Agent, Broker or Consultant. This is because of the sales approach, in-depth knowledge and sales support at their disposal with the Trident Benefits & Consulting business development team.

Products & Services


  1. Self-Insured Plan Design
    Customized specifically for you. If it can be built, we can build it. We design traditional PPO, open access, referenced based pricing, patient incentive, and even minimum essential coverage plans, as well as a combination of everything in between.

  2. Fully Insured
    We represent all major carriers for those groups where self-insured plans are not the best fit or not preferred due to size and claims experience. These types of plans are typically for our under 50 market.

  3. Ancillary & Supplemental
    Dental, vision, life, long term disability, short term disability, accident, critical illness, hospital indemnity and gap benefits are available. We represent all major carriers.

  4. Benefit Administration & Enrollment Platform
    Centralizes your HR records online and syncs your employee data across multiple systems such as benefit administration, HR management, new hire onboarding, asset tracking, integrated payroll, PTO, COBRA and FSA.

  5. Enrollment Services
    Contactless enrollment? No problem. Whatever your enrollment need is, we have you covered. From face-to-face enrollment to online and call center enrollment. Our counselors will accommodate your company’s specific goals and expectations.

  6. Property & Casualty
    By aligning ourselves with general and specialty markets we can customize and build the right program for your company. Whether its commercial general liability, workers compensation, professional liability, property coverage, inland marine, commercial/business auto (BAP), umbrella liability, builder’s risk, employment practice liability (EPLI), cyber, directors and officers, or business income, we have you covered.
  • Contact Trident Benefits & Consulting