Broker-to-Broker Quote Request
Common Questions and Answers
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.
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.
- 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.
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.
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.
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.
- Florida Blue
- The Standard
- Lincoln Financial
- Delta Dental
- The Hartford
- Reliance Standard
We can provide proposals and/or act as Agent of Record on any group referral client with at least 50 employees eligible for benefits.