Platform for Group Benefits Brokerage
Making premium quality and bespoke advising the standard.
Built for Canadian Group Benefits Brokers
The Problem
Chaos and inefficiency
The Solution
One platform
- All your groups
- Organized and integrated
- Standardized and consistent
We delivered the marketing early!
Keep track of group administration tasks and deadlines so you never miss a renewal activity again.
The numbers all check out ✔️
Automatic rate calculations and renewal analysis assistance.
The HR Director loved the report!
Immediately generate reports with consistent styling and tailored, professional templates.
1. Standardize Excellence Across Every Client Deliverable
Your brokerage’s reputation relies on the accuracy and presentation of your reports. Steadfast ensures that every renewal, marketing comparison, and booklet summary meets a gold standard of quality, regardless of which team member prepares it.
How it works: High quality reports start with high quality data and processing. Steadfast helps end-to-end to ensure you deliver the best reports to your groups. Customized and professional report templates ensure a consistent finish and branded touch — whether it's sent as a digital web report or a PDF export.
2. Accelerate Your Turnaround Times
In a competitive market, speed is a service differentiator. Steadfast dramatically reduces the time between receiving carrier documents and delivering insights to your clients, allowing you to provide answers when they matter most—not days later.
How it works: Our platform boosts your team's productivity with home-grown Group Benefits First technology. Steadfast helps you move fast with the repetitive and error-prone aspects of Group Benefits brokerage services like renewals, marketings, plan summaries, and quarterly reports.
3. Unlock Capacity for High-Value Advisory
Free your team from the administrative bottleneck that limits your growth. Steadfast handles the repetitive heavy lifting of document processing, allowing your senior staff to shift their focus from spreadsheets to strategy and client relationships.
How it works: Through seamless Workflow Integration, Steadfast augments your current operations to handle volume spikes without the need to hire additional admin headcount. You gain the scalability to grow your book of business without expanding your overhead.
Who we are
Steadfast Broker Services was founded from within the Group Benefits Brokerage world. Backed by a board of advisors with decades of experience, we understand the unique challenges brokers face in delivering high-quality service while managing operational efficiency.
Our team
We're a small and agile team combining expertise in tech with the deep experience of our advisor board to create the best platform for brokers. We know from the inside out how brokers can optimize and that comes out at every level of the platform.
Our mission
To improve the value for every plan member by enabling a consistent, high standard of cost-optimized, value-aligned plan coverage. Our platform helps you deliver the best experience to your groups, and in turn benefits both your business and your groups.
How to get started
Simply say 'hi' — our amazing team will assist you from there.
From assessing your needs to customizing your report templates, we have an attentive onboarding process to make sure you get the most from the platform (and your groups in turn). Typically this looks like...
- A consultation and demo with us. Learn how Steadfast Broker Services can help you grow your business.
- Account provisioning for you and your staff along with training and support for ease of transition and maximum value leverage.
- You see the results and you're free to scale your business with reduced overhead and on-going professional support service.
Whether you're a well-established brokerage with hundreds of groups, or just launching with your first group, Steadfast Broker Services makes your life better.