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Lets start with some basic information

Name Phone Email Company Name Your Role in Benefits Decisions Number of Employees Primary Reason You're Exploring Benefits Strategy (Select all that apply)

Rising benefit costs Compliance concerns Upcoming renewal Employee retention / recruiting Dissatisfaction with current broker Other

How Would You Describe Your Current Benefits Approach?

Proactive and strategic Mostly reactive at renewal Unsure / inherited current setup

Are You Open to Making Changes If Opportunities Are Identified?

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105 E. Main St.
Bullard,TX 75757

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