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Enhanced Services from Principal® Help You with Clients’ Benefits Needs

Posted by: Meg Cipar    Aug 6, 2019

We get it — you’re busy, and so are your clients. That’s why managing benefits needs to be easy. With eService from Principal®, you get the convenience of online management for your clients’ group benefits from Principal.

Principal_sm_WebManaging your clients’ benefits online is fast, secure, and free

Secure access to your employer clients’ information – 24/7

  • Get coverage details — including benefit summaries and policies you can print and share
  • Download up-to-date, client-specific forms and access billing statements
  • Manage employee transactions on your clients’ behalf
  • View reports for quick access to things like disability claims information

Watch this: See how eService puts the information you need to manage group benefits at your fingertips.

 

Help clients offer benefits that can beat their competition

Position yourself as an industry leader in the small employer market. Let your clients know how their group insurance and retirement benefits compare to their peers by using the Principal Benefit Design ToolSM.

Leverage this tool for clients with 3-100 employees by:

  • Sharing a report with your client showing how their benefits stack up to their peers
  • Exploring options for clients offering benefits for the first time
  • Testing a benefit design before making a recommendation to your client

After answering a few questions, your clients’ benefits are compared to similarly sized Principal customers in their industry and region. Personalized results show if their benefits are in line with, greater than, or less than their peers.

Get comparisons for:

  • Group life
  • Group dental
  • Group disability
  • 401(k) and 403(b)

Information is intended to be educational in nature and is not intended to be taken as a recommendation. See linked communication for additional important information.

Contact us

For more information, contact your local Principal representative or Karla Herley, relationship manager, herley.karla@principal.com or 402-340-6060.


For financial professional information only. Not for use with consumers or the public.

Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800.547.7754, member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group

GP62323A-01 | 07/2019 | ©2019 Principal Financial Services, Inc.

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