Broker-to-Broker Quote Request

Complete the form below and a member of our team will get in touch with you within 1-2 business days.

For more information, download our Broker-to-Broker Resource Guide.

Information About the Company We're Quoting
Total employees?*
The Bailey Group can provide proposals and/or act as Agent of Record on any group referral client with at least 50 employees eligible for benefits.
Please enter a number greater than or equal to 50.
Does the company currently offer employee health benefits?*
Is the company looking for medical, ancillary or both coverages?*
When would they like their new benefits to begin?*
Primary contact's name*
Primary contact's phone number*
Primary contact's email*
Your Information
Your first name*
Your last name*
Your email address*
Your phone number*
Any additional notes you'd like to provide?

Common Questions and Answers

Who are we?

The Bailey Group is based in St. Augustine, Florida and was founded in 1996 by Mark Bailey, Sr. We have grown to become one of the largest pure benefits firms in Northeast Florida, currently handling Employee Benefits for over 300 clients ranging from five employees to 8,000. We have approximately 80 associates that make up our Group Benefits, Individual Health, and Financial Services departments.

In 2016, we became an NFP-owned firm to offer our clients the service level of a boutique agency with the infrastructure of a national organization.

What do we do?

We support employers in strategic benefits analysis, decision making, benefits negotiations, wellness, and employee communication and education. We don’t view ourselves as a traditional broker, but instead a partner with our clients to provide the best benefits for their employees at the best value to the employer.

What does the process of working with us look like?

You'll submit your quote request on this page and work with your client determine their needs and preferences.
You'll submit an Agent of Record letter from your client assigning The Bailey Group as their broker.
You'll then work directly with an assigned account executive at The Bailey Group to manage all aspects of your group’s enrollment process, and to serve and support your client throughout the plan year.

Common compensation arrangements

For a referral or lead

Outside NFP firm passes along a lead to The Bailey Group. The Bailey Group takes the lead and runs with it, potentially becoming AOR and handles all aspects of the account once sold.

First Year Commission Only: 25% to outside NFP firm, 75% to The Bailey Group.

Collaboration

The Bailey Group is appointed AOR but outside NFP firm maintains lead role in client relationship and The Bailey Group handles administrative, local service with carrier and does not have direct contact with the client/employer.

First Year Commission: 40% to outside NFP firm, 60% to The Bailey Group.

Subsequent Year Commission: 40% to outside NFP firm, 60% to The Bailey Group.

Which carriers do you work with?

We primarily work with the following carriers based on the following segments, but are appointed with over 200 carriers in Florida and across the US.

What size groups will you provide quotes for?

We can provide proposals and/or act as Agent of Record on any group referral client with at least 50 employees eligible for benefits.