Big ideas. Better tools. Ready support.

Kilpatrick Companies Workflow

We support brokers through the entire workflow cycle of a case starting with processing the initial quote request. Our services are designed around current and trending economic, regulatory, and business realities. Our tools are simple and easily accessible to our brokers. From case “scrubbing” and quote generation to niche products reflecting employment directions and trends to unbiased analysis and counsel, we bring big ideasĀ and detailed support to the business of providing group benefits.

The service our teams are known for is both flexible and thorough, efficient and effective. If there is an off-the-shelf solution, we will know it. If there’s not, we will create it.

The support our teams give is at once flexible and thorough, efficient and effective. And it is unique to your preferences and your client's needs.