Sadly, many brokers only work at renewal time and do not provide comprehensive, year-round support and guidance for their clients. The people we talk to actually think this is the normal way of doing things. Well, it’s not.

If you’re always chasing your existing broker for answers and not hearing back from them, maybe they’re not really working in your best interest. Is your broker MIA? Don’t settle for silence—find a partner who prioritizes your business.

Here are just a few characteristics that demonstrate the pivotal role dedicated insurance brokers play.

1. Immediate Responsiveness and Insightful Follow-Through

Partnering with an insurance broker who is readily available and responsive to your specific needs is paramount. Whether you have questions about coverage options or need assistance with claims, having a broker who offers timely support can make all the difference. At Margolis & Associates, we understand the importance of being there for our clients when they need us most. Our team is committed to providing insightful follow-through to ensure your employee benefits package meets your expectations.

2. Easy Accessibility for Consultation

Accessibility is another key aspect of effective insurance brokerage. When you have concerns or need guidance regarding your employee benefits, you shouldn’t have to jump through hoops to reach your broker. At Margolis & Associates, we prioritize easy accessibility for our clients, whether it’s a quick phone call or an in-person meeting. We believe in fostering open communication and building strong relationships with our clients to better understand their needs and goals.

3. Expertise and Knowledgeable Solutions

When it comes to employee benefits, one size does not fit all. That’s why it’s essential to work with a broker who possesses expertise and offers knowledgeable solutions tailored to your company’s unique circumstances. Margolis & Associates takes pride in our team of experienced professionals who stay abreast of industry trends and regulations to provide informed recommendations. Whether you’re looking to optimize your existing benefits package or explore new options, we’re here to guide you every step of the way.

4. Tailored Cost-Effective Solutions

Employee benefits should align with your company’s budgetary constraints while still offering valuable coverage to your employees. A dedicated insurance broker will work closely with you to design a cost-effective benefits package that maximizes value without compromising quality. At Margolis & Associates, we understand the importance of balancing cost considerations with the need to provide competitive benefits. Our team will leverage our industry expertise to identify innovative solutions that help you achieve your financial goals while meeting the needs of your workforce.

5. Proactive Plan Management and Compliance

Managing employee benefits involves more than just selecting the right plans—it also requires ongoing monitoring and compliance with regulatory requirements. A proactive insurance broker will take the initiative to review your benefits program regularly, ensuring that it remains aligned with changing laws and industry standards. Margolis & Associates takes a proactive approach to plan management, conducting regular audits and assessments to identify areas for improvement and ensure compliance with relevant regulations. With our dedicated support, you can have peace of mind knowing that your employee benefits program is in capable hands.

Redefining the Standard: Comprehensive Support Year-Round

The role of insurance brokers in streamlining employee benefits cannot be overstated. Sadly, many brokers only engage with clients at renewal time, leaving business owners feeling unsupported and underserved.

At Margolis & Associates, we challenge this norm by providing comprehensive, year-round support and guidance to our clients.

If you’re tired of chasing your existing broker for answers or feeling unsatisfied with your current benefits package, we encourage you to reach out to us. We’re here to ensure that your employee benefits program not only meets but exceeds your expectations.


Margolis & Associates – We are an independent brokerage that works with companies in the New York Metropolitan area to choose, purchase, implement, and maintain cost-effective medical insurance packages that make sense both for the employer and employee. For more information please contact me on LinkedIn or at our Website.

Michael Margolis (CEO of Margolis & Associates) – Helping You Develop the Right Employee Benefits Plan for Your Company.

118 East 28th Street • Suite 704 * New York, NY 10016

Office Phone: 212-684-0711     Email: Info@margolisandassociates.com