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You Have Questions, We Have Answers: FAQ's

We've compiled our most frequently asked questions for your easy reference. Have more questions? Contact us and we're happy to continue the conversation.

Q. What size companies does OneDigital serve?

A. OneDigital initially built a strong brand as “the small group folks” by helping hundreds of America’s leading agencies manage their small group customer base more effectively. Over the past 5+ years, OneDigital has become one of the leading benefits firms in the country serving clients of all sizes. In fact, we were recently ranked the 25th largest benefits firm in the country in a rank of agencies serving clients over 100 lives (MiEdge/Employee Benefits News).

Q. What is OneDigital’s Alliance Partnership?

A. Agencies of all types and sizes turn to OneDigital to help them manage and grow their employee benefits business. We do this by making all of our employee benefits resources available to partner agencies.  An Alliance Partnership enables firms to increase sales volume, sell larger business, more effectively protect their in-force clients from competition, among offering other benefits. Read this enlightening article by Richard Branson to see why this business model is a great way for agencies with employee benefits business to enhance their capabilities and growth potential.

Q. Does OneDigital buy employee benefits books of business from retiring agents or others looking to exit the benefits business?

A. Yes. While we don’t buy “all benefits books” we are always willing to consider opportunities, with a strong preference for deals near our field locations. The first criterion is that it must be at least $150,000 of revenue. Sometimes we do cash deals and other times creative revenue share arrangements. Contact Jeff Yamin, VP, Partnerships & Acquisitions for more information.

Q. Does OneDigital buy employee benefits agencies?

A. We are always seeking to add new talent to join our team. We are actively looking to expand into new territories as well as expand in existing locales. Check out my blog post An Overview of Acquisitions for Agency Owners for more information.

Q. I don’t have an employee benefits practice, but can I send OneDigital my employee benefits leads?

A. Yes, who doesn’t love leads? That said, all leads and opportunities are not created equal and we need to figure out a fair split based on the work each party will do going forward. For more information contact Jeff Yamin, VP, Partnerships & Acquisitions.

Q. How can I learn more about the people, services and resources OneDigital offers employers?

A. Visit www.OneDigital.com/team/mergers-and-acquisitions/ to learn more!

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