Broker partnerships
Your clients expect a seamless benefits experience.
You shouldn’t have to build an entire enrollment department to deliver one.
Purnell & Company is the white-labeled enrollment execution partner behind benefits brokers and agencies. We provide the licensed people, technology support, employee education and operational infrastructure to execute enrollments under your brand—while you remain at the center of the client relationship.
From one complex group to enrollment support across your entire book of business, we give your agency the capacity to deliver more without adding the overhead of building and managing an internal enrollment team.
Your brand. Your client. Our execution.
Build capacity without adding headcount
Growing a benefits practice creates an operational challenge.
Every new client can mean more implementation meetings, employee communications, benefit questions, scheduling, technology configuration, enrollment support, follow-up and reporting.
That work matters—but it can pull producers and account managers away from the work only they can do.
Advise clients. Build relationships. Win business. Retain accounts.
Purnell & Company handles the enrollment execution behind the scenes.
You maintain control of the relationship.
We provide the infrastructure to help you deliver.
We operate as an extension of your agency—not as a competitor for the relationship.
Our enrollment services can operate behind your brand so your client experiences a coordinated extension of the service you already provide.
You own the relationship. We support the execution.
Gain access to a licensed enrollment team without recruiting, hiring, licensing, training and managing additional internal staff.
Whether your client has employees in one location or across multiple states, Purnell & Company can scale enrollment support to the needs of the group.
Use us for:
One enrollment method does not work for every workforce.
We build enrollment strategies around the employer and its employees.
Enrollment can include:
Face-to-face benefit education and individual enrollment support.
Licensed counselors meet individually with employees through virtual appointments.
Employees receive personal enrollment assistance without needing to be onsite.
For employees who prefer to review and complete elections independently.
Combine multiple channels to reach different employee populations within the same organization.
The objective is simple:
Make it easier for employees to understand their benefits and easier for employers to complete enrollment.
More than enrollers
A successful enrollment begins long before the first employee makes an election.
Purnell & Company can support the enrollment process from planning through post-enrollment coordination.
Technology flexibility
Your enrollment partner should adapt to your technology strategy—not force your agency to rebuild around theirs.
Purnell & Company can work within commonly used benefit administration environments, including platforms such as:
Our role can include platform coordination, enrollment workflow support, implementation assistance and reporting.
The objective is not to introduce another layer of complexity.
It is to help make the systems you already use work better during enrollment.
Employee education
Enrollment should be more than clicking boxes.
Employees often need help understanding what is available, how different benefits work and how those benefits may fit their individual circumstances.
Our counselors help create an employee-centered experience built around education first.
We help employers and brokers transform enrollment from an administrative event into a meaningful benefits conversation.
That can include education around:
The goal is informed participation—not a product pitch.
Carrier-neutral. Broker-aligned.
Purnell & Company is designed to work with the broker’s existing benefits strategy.
We help execute the strategy you and your client establish.
That allows your agency to expand enrollment capabilities while maintaining control over:
Think of Purnell & Company as enrollment infrastructure for your agency.
Why it matters
Your highest-value people should not spend enrollment season:
That is operational work.
We built Purnell & Company to help carry that load.
Your team remains focused on the client.
Our team focuses on execution.
Help your agency compete up-market
An agency should not need hundreds of employees to deliver a sophisticated enrollment experience.
Purnell & Company allows independent brokers, boutique agencies and growing benefits practices to bring additional enrollment capacity into employer conversations.
That means you can confidently pursue opportunities that require:
When a prospective client asks:
“How will you handle enrollment?”
You have an answer.
Your brand. Your client. Our execution.
Retention starts with execution
Employers remember what happens after the benefits presentation.
Your strategy may win the client. Execution helps retain them.
Purnell & Company helps brokers add another layer of service around the relationships they have worked hard to build.
Built for different types of broker partners
Expand your capabilities without building a large internal enrollment operation.
Add scalable enrollment infrastructure as your book grows.
Use Purnell & Company as your outsourced enrollment operation.
Use our team for overflow capacity, multi-state groups, difficult enrollments or seasonal demand.
Add enrollment capabilities while building your benefits practice.
Support employers with distributed, shift-based, blue-collar, public-sector, school, field-based and other employee populations that may require more than self-service enrollment.
A simple partnership model
We learn about your agency, book of business, target clients, current enrollment process, technology environment and areas where additional capacity would help.
Identify employer groups where Purnell & Company can add value.
This may be one client or a broader segment of your book.
Together, we determine the appropriate enrollment model, communication approach, technology workflow and service responsibilities.
Our team supports implementation, education, enrollment, follow-up and reporting while coordinating with your team.
We remain available for new hires, qualifying events and future enrollment needs according to the service structure established for the group.
One partner. Multiple ways to deploy us.
You do not have to hand us your entire book.
Start with:
Give us an upcoming enrollment and evaluate our process.
Deploy us across a particular industry, market or employer size.
Use our capacity when your internal team is stretched.
Bring us in when geography, workforce structure or scheduling makes enrollment difficult.
Integrate Purnell & Company as the enrollment execution arm supporting your broader book of business.
We can start small and scale with you.
The difference
With Purnell & Company behind you, your agency gains access to:
Without building the recruiting and management infrastructure yourself.
For clients whose workforce extends beyond your immediate market.
Onsite, virtual, telephone and self-service.
Designed to help employees better understand their options.
Support within your existing enrollment environment or an agreed-upon solution.
Helping coordinate the many moving pieces required before enrollment begins.
Reporting and payroll support after employee elections are completed.
For new hires and qualifying life events.
We work behind your agency and support the relationship you own.
The bottom line
The future of the benefits broker is not simply having more products.
It is having the infrastructure to deliver a better client and employee experience.
Purnell & Company gives your agency enrollment capabilities that can scale with your opportunities.
You bring the relationship. You bring the strategy. We help you deliver.
Your Brand. Our Enrollment Execution.
Schedule a Broker Discovery Call (opens in a new tab)You don’t have to make a long-term commitment to determine whether we’re the right fit.
Bring us one employer group.
Let our team learn the situation, build the enrollment approach and show you how Purnell & Company can support your agency.
Let’s make your next enrollment easier—and your agency more capable.
Schedule a Broker Discovery Call (opens in a new tab)