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Colonial Life agent pitches local administration, contrasts American Fidelity
Summary
A Colonial Life district agent told the board his company provides locally based administration and different disability and claims handling than American Fidelity; he asked the district to let a staff designee share enrollment data so Colonial Life can provide pricing.
Rocky C, identified to the board as a district general agent with Colonial Life, presented voluntary benefit options and contrasted Colonial Life’s local administration with American Fidelity’s national trust model. He told the board that American Fidelity “owns the policies that they sell to you,” which can limit a district’s access to claims data and administrative controls; Colonial Life, he said, maintains local administration through a Princeton office that employs enrollers who live in Mercer and McDow counties.
Rocky C emphasized differences in disability administration and supplemental services, including hearing‑aid insurance, accidental death and dismemberment coverage and an employee assistance program. He requested that the superintendent authorize an employee or designee to provide census information so Colonial Life can prepare formal pricing. The board did not make a procurement decision at the meeting; staff said the superintendent’s office will follow up to schedule any additional discussions.
