New business sales structure for large and small groups

We’ve re-aligned our sales structure to serve you better.

Effective February 21, 2018, all new business sales will be directed to the specialized care of one dedicated account executive according to the size of your client.

Our account executives, Judy and Cheryl, bring decades of experience, industry insight and expertise to your business. Moving forward, all requests (e.g. RFPs, RFIs) or questions regarding new business sales should be directed to your dedicated account executive.

We feel confident that this structural change will help you and your clients. We are excited to help you grow your business in 2018 and beyond.

Groups with 101+ employees

Judy Schaller

Large business group account executive

Office: 1-858-499-8228

Cell: 1-858-205-2299


Groups with 1 to 100 employees

Cheryl Cote

Small business group account executive

Office: 1-858-499-8235

Cell: 1-617-821-3709



Checklists for brokers

Here are a couple of cheat sheets to help ensure that you have all of the appropriate paperwork for generating a quote and submission of a new group. Complete information and documentation will ensure that we can process your applications promptly.