Our clients agree that our team members are a pretty special group.  That is no coincidence.  We begin by carefully screening potential employees, devoting a great deal of attention to making sure they possess the initiative, customer-centric focus and can-do attitude that will make them a great fit with the rest of our team.  We then give them the tools they need to exceed our clients’ expectations.  Our employee training program has three major components: 1) Mentoring, 2) Formal outside education, and 3) Ongoing training.


Each new team member is assigned a mentor.  During the mentoring period, the new team member shadows their mentor, observing and asking questions while the mentor teaches them the nuances of the job.  The mentoring period only ends after both the mentor and new employee are comfortable that they have mastered their new position.

Formal Outside Education

Team members are required to obtain state licenses, such as the Life, Health and Variable Annuity Agent License (also known as a Resident 2-15 Health & Life License), in order to perform the functions of certain positions.  We send these team members to formal training classes that are conducted by industry experts at state-approved independent licensing schools.  This coursework prepares them for the rigorous state examination that they must pass.

Ongoing Training

On a monthly basis, we train our people on individual topics that are particularly relevant and timely.  These one-hour training classes are taught by Sullivan subject matter experts and they serve to keep our people as current as possible on the rapidly changing health benefits landscape.


We partner with The University of Tampa’s internship program to offer college credit and professional experience to students.