Broker Post-Sales Services

When you partner with Warner Pacific, we'll act as an extension of your team — people who are eager to take on time-consuming back-office tasks and help grow your business with our insurance support services. We’ll review documents, answer questions, assist with technology, and simply be here when you need us. Let us be that extra set of eyes and hands that get the job done.

Benefit Questions

We’ll help determine benefit levels and assist in obtaining confirmation for services that may not be addressed in standard benefit summaries.


Billing Assistance

Our post-sales services team is here to review invoices and answer questions, including determining the cause of any charges or credits in question. If carrier intervention is needed, we’ll reach out to our carrier contact to resolve the issue. 


Eligibility Review

From new-hire applications to claim inquiries, we’ll comb through documentation for accuracy prior to submission to the carrier and notify you once the process is complete. 


Case Advocates

We’ll use our underwriting expertise and unwavering dedication to service to make sure group submissions get approved by carriers on the very first pass. 


Membership Maintenance

Throughout the year, we’re here to help your clients with address changes, adding dependents, terminations, and plan changes outside renewal. 



We’ll answer your immediate questions and strategize to identify the best options available on the market. To ensure prompt turnaround, we’ll review documentation before processing with the carrier. 



Get information on carrier recertification requirements and guidance in navigating the recertification process. 


COBRA/Cal-COBRA Inquiries

Call on us for common questions, like the length of time a member is eligible for COBRA based on the qualifying event. For more in-depth information and expertise, we’ll point you in the right direction. 


PRO Apply Support

Our post-sales services team also supports PRO Apply, handling new hires and renewals for existing in-force business originally enrolled through Warner Pacific via PRO Apply.


Tidbits & Miscellaneous

Maybe it’s an unusual client request. Help in understanding carrier terminology. Guidance in applying a new rule or regulation. Double checking the status of an inquiry. Or playing out a “what if” scenario. Whatever pops up during your day, we’re here with insurance broker support, answers and insights.


Need Help?

Learn how our consultative approach and powerful technology can help you find the right benefits for each specific client.

Contact Us

Pre-Sales Services

We offer full-service support to your business. From prospecting and quoting to case submission and renewals, we provide both the informational details and the big-picture thinking that keep things running smoothly and on task. Take advantage of our resources and know-how to help gain new business, and keep that business for years to come.

View Pre-Sales Services

Get all the Benefits of Warner Pacific

Put our marketplace knowledge, proprietary technology and well-earned reputation of leadership behind you and your business. We pride ourselves on anticipating your needs, delivering personal consultative service, and developing deep, lasting relationships. Partner with us to see how.

Become a Warner Broker

Our Technology

  • pro-apply

    Easy Online Enrollment

    Get your clients' employees enrolled quickly and accurately.

    Learn More
  • pro-quote

    Fast & Easy Quoting

    Create and customize quotes just the way you want them, when you need them.

    Learn More
  • pro-provider-check

    Find the Right Networks

    Compare carrier networks to find the right fit for your clients.

    Learn More
  • pro-census

    Quick Census Gathering

    Generate census data with the best tool in the industry.

    Learn More
  • carrier-411

    Find Carrier Information

    Get answers to your carrier questions in one convenient place.

    Learn More
  • pro-census

    Forms, Flyers and Much More

    Quick access to our extensive library of carrier materials.

    Learn More