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Start 2020 Strong with Tools from Principal to Help Lift Your Sales

Posted by: Meg Cipar    Jan 13, 2020

Principal is offering new opportunities for your clients under 200 lives to realize additional discounting and extended rate guarantees. Principal values its partnership with UBA and knows many UBA Partners have substantial business in the small to midsize case markets.

Principal_sm_WebHappy New Year! Start 2020 off strong by leveraging tools that can help boost your sales, whether you're working with new or existing clients. Clients with effective and renewal dates of September 1, 2019, through July 1, 2020, are eligible.

New business

Start-up dental discount
Your cases under 200 lives are eligible for:

  • 5% discount for cases without orthodontia
  • 3% discount for cases with orthodontia

Extended rate guarantee program
Your cases under 200 lives that meet all eligibility for the multiple product discount receive:

  • Free 2-year rate guarantee for dental and short-term disability
  • Free 3-year rate guarantee for group term life and long-term disability

Existing business

Extended rate guarantee program
Cross-purchase renewals receive

  • Free 2-year rate guarantee when adding a coverage line to existing cases under 200 lives*

 

Have questions or want to talk through how this promotion is a win-win for you and your clients? Give us a call. We're here to help.

Karla Herley, Sr. Relationship Manager
Principal, Group Benefits
office 402.340.6060   mobile 402.340.8001
herley.karla@principal.com


Limitations: Doesn't apply to Washington dental and vision small group cases. Doesn't apply to Florida cases with fewer than 51 lives.

*Applies to all existing lines excluding accident and critical illness.

Topics: Strategic Carrier Alliance

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