Turning-65 volume
This is our busiest postcode for Initial Enrollment Period reviews between October and December.
Franklin and Delaware counties
Benefits advice in Westerville
A strong mix of small employers and an older residential base, so the Medicare and group desks both stay busy.
- County
- Franklin and Delaware counties
- Employers in band
- 140 employers
- Cost to you
- $0
On the ground
What is different about Westerville
Westerville gives us both halves of the business in one place: independent small employers along the Cleveland Avenue and Polaris corridors, and a large settled residential population moving through 65 every year.
The Medicare work here is heavily Supplement-leaning, partly because a lot of clients travel and partly because the local advisor culture has always explained the underwriting window properly.
Local notes
Three things we watch here specifically
Small groups under 20
Participation minimums bite hardest at this size. Contribution strategy is usually the fix.
Uptown independents
Several Uptown businesses run two-life and three-life groups, which not every carrier will write.
Employer counts are estimates for our target size band, not a directory.
Bring us the file. We will bring the market.
Send a census or ask one question. Either way it costs you nothing and nobody will chase you.
Independent and multi-carrier. $0 cost to work with us. No pressure scripts.