Tolliver Grey

INSURANCE| BENEFIT | PENSION | RISK SOLUTIONS

Tolliver Grey 3137 Amity Court Charlotte, NC 28215 Tel: 704-970-9075 | Email: inquiry@tollivergrey.com

COMPANY OVERVIEW Why Tolliver Grey? Because we represent the best in the industry.

Tolliver Grey is an insurance brokerage and advisory firm that represents the top insurance and financial companies in the industry.

Mission Statement

Tolliver Grey’s mission is to provide organizations in the Charlotte area with innovative solutions and products to ensure their stability in today’s swiftly changing financial market.

TABLE OF CONTENTS Company Overview ................................................. 3 Products ................................................................. 4 Providers ................................................................ 4 Sample Plans- Group Insurance .............................. 5

Vision

We intend to collaborate with businesses to provide solutions that protect their organization, employees, and critical financial assets. Our responsibility is to continue to keep organizations operating within compliance of health care mandates while offering plans that match the client’s needs and their budget.

We will not stop there; Tolliver Grey will bring companies the benefits of a large experienced HR team.

Core Values • • • •

Caring – We respect and listen to our clients’ needs, and act with understanding and compassion.

Integrity – We adhere to moral and ethical values.

Trust – We are committed to building and maintaining strong relationships.

Experience – We leverage our expertise to provide the best solutions for our clients.

Sample Plans- Individual Insurance ........................ 5

CONTACT TOLLIVER GREY

TolliverGrey.com

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Our affiliations and our experienced brokers allows us to offer the most comprehensive health and benefit plans, life insurance, and administrative services to small and mid-sized business.

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3137 Amity Court, Charlotte, NC 28215 Tel: 704-970-9075 Email: Inquiry@tollivergrey.com

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Sample Plans for Group Insurance Why We Do What We Do!

I want to share with you why I founded Tolliver Grey…

“A few years ago I saw a growing need for healthcare education that focused on the specific needs of individuals and small business.” I saw a chance to provide true education geared towards compliance, while offering individual and group plans that match the client’s needs and budget. I wanted to help people understand their benefits and how to use them for prevention not just sick care.

We keep our why in the forefront of everything we do and clearly communicate that to our customers.

The difference between us and other benefit brokers is very clear.”

Products

PROVIDERS

• Health insurance – fully insured and alternative funding plans • Group life and disability Income insurance • Group dental and vision • Voluntary benefit programs • Flexible spending accounts • Individual Life and disability Income insurance • Individual dental and vision • Long-term care insurance Humana Coventry Critical Illness Transamerica Nationwide Aetna United Health Care Blue Cross Blue Shield Voya Jackson

Sample Plans for Individual Insurance

Additional Services Offered Tolliver Grey has a partnership with Bay Bridge Administrators. This relationship allows Tolliver Grey to help companies save astronomical amounts of money with manpower and allows Human Resources to simplify their work processes.

Bay Bridge Administrators is a full-service, nationally recognized, third party administrator of fully-insured employee benefit plans. They are licensed and bonded and they represent only top-rated insurance companies. Bay Bridge senior management staff has over 90 years of combined experience. Tolliver Grey is very excited to work with Bay Bridge and help organizations achieve their goals.

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