Let's Make Waves in Naples!

TASC is excited to continue our industry-leading Provider Incentive Program (PIP), a lavish reward offer that celebrates your 2024 performance with the ability to earn a 5-day, 4-night (March 31 - April 4, 2025) all expenses paid trip to the Naples Grande Beach Resort on the Gulf of Mexico.

Relaxation, education
and connection

You’ll enjoy miles of white sand beaches perfect for shelling or rock-hunting, sunsets to remember, championship golf, ecological tours, silent water sports and incredible boating, fishing and diving opportunities during this trip to remember.

But that’s only part of what TASC partners will experience at the luxurious private resort, which is home to a variety of vibrant fine and casual dining options, an amazing spa and wellness retreat and multiple pools. You’ll be wined and dined, experience exclusive excursions and soak in the tropical surroundings of Florida.

At the same time, you’ll have the chance to connect with colleagues and learn from industry experts. It’s a winning formula that honors your achievement and dedication to TASC while also driving future success.

Paradise awaits

The 4-star Naples Grande Beach Resort offers an unmatched level of guest service and pays attention to every detail of your stay. The staff’s outstanding, friendly and personalized care sets the standard for rejuvenation, and you’ll be able to make the most of getting away from the grind to reinvigorate your body and mind. Prior guests call the experience “the perfect place” and return year-after-year.

DEDICATION TO DELIVERING

How to navigate to Naples

The PIP program is our way of thanking you for your diligence in representing TASC. In 2024, the 20 top-producing Individual Group Providers (minimum group business worth $30,000) and 30 top-producing Agency Group Providers (minimum group business worth $40,000) will qualify for this trip.

All program incentives are based on production value as such: Declared Value of Annualized Fees x Production Value Multiplier = Production Value.

TASC’s PIP program incentives are earned as follows:

Production value for all Universal Benefit Account and COBRA Service sales equals 2.0 times the declared value of the first-year administrative fees.
Production value for all other TASC sales will equal 1.0 times the declared value of the first-year administrative fees.
Even TASC Free HSA service will earn you a production value of $4 per participant per month on the incentive trip.

Quarterly bonus incentive

On the way to earning a trip to Naples, TASC providers can earn an unlimited amount in cash rewards through our quarterly bonus program, an unrivaled perk that is offered for each TASC service sold. This boost is simply the best in the business and increases your income on new and renewed TASC sales. Providers earn a 7.5% bonus each quarter that they reach a minimum of $7,500 in sales, and it’s a cumulative award that builds as you book business throughout the year.

Quarterly Qualifiers Cash Bonus
Received and issued business worth at least $7,500 in FIRST QUARTER…	Cash Bonus equal to 7.5% of first quarter fees for each TASC service sold.
Received and issued business worth at least $7,500 in SECOND QUARTER…	Cash Bonus equal to 7.5% of second quarter fees and any preceding qualifying quarter fees for each TASC service sold.
Recieved and issued business worth at least $7,500 in THIRD QUARTER…	Cash Bonus equal to 7.5% of third quarter fees and any preceding qualifying quarter fees for each TASC service sold.
Received and issued business worth at least $7,500 in FOURTH QUARTER…	Cash Bonus equal to 7.5% of fourth quarter fees and any preceding qualifying quarter fees for each TASC service sold.

Quarterly Qualifiers Cash Bonus Example

	Q1	Q2	Q3	Q4	Total Production
Production Levels	$7,500	$7,500	$7,500	$7,500	$30,000
Production Cumulative	$7,500	$15,000	$22,500	$30,000	$30,000
Bonus Percentage	7.5	7.5	7.5	7.5
Bonus Cumulative	$562.50	$1,125.00	$1,687.50	$2,250.00	$5,625.00

SEE WHERE YOU STAND

As of 12/01/2024

Bolded names indicate trip qualifications have been met

Top 20 Agency Providers
Willis Towers Watson Midwest, Inc.	$338,302
Gilroy Kernan & Gilroy, Inc.	$115,545
M3 Insurance Inc.	$83,238
Alan J Zuccari, Inc. dba Hamilton Insurance Agency	$80,164
Digital Insurance – VA	$58,038
MacLennan & Bain Insurance	$36,699
Comprehensive Benefits Solutions	$36,423
Automatic Data Processing Insurance Agency	$35,399
Lang Financial Group	$33,734
JA Benefits, LLC	$32,608
The Baldwin Group Mid-Atlantic, LLC	$32,298
OnPay Insurance Agency, LLC	$31,378
Hub International New England	$28,422
Apollo Insurance Group, Inc.	$28,040
Northern Insuring Agency Inc	$27,525
Brown and Brown of Florida, Inc. – Miami Division	$26,751
Benefit Ventures Corp	$26,699
LAPORTE & ASSOCIATES INC	$26,673
First Commonwealth Insurance Agency	$25,971
Hauser, Inc	$24,500

Top 20 Individual Providers
JHBenefits Ltd.	$186,417
Doeren Insurance	$72,492
Centurion Insurance Service LLC	$58,136
Morris and Garritano Insurance	$52,782
Reliable Brokerage, Inc.	$43,103
Insurance Brokerage Alternatives, LLC	$39,014
Houchens Insurance Group, Inc. dba Van Meter Insurance Agency, Inc.	$38,690
TSM Insurance & Financial Services, Inc.	$37,788
James M. Morrison Insurance Services, Inc.	$32,549
Benetrends, Inc.	$32,511
Unlimited Life Insurance Solutions, LLC	$30,777
The Benefits Group, Inc.	$30,141
Hub International Texas, Inc	$28,352
Vicary Insurance Agency LLC	$27,429
Advocate Business Insurance Solutions	$23,445
Liberty Financial Services, Inc. dba Liberty Insurance Agency	$22,889
Mosaic Employee Benefits, LLC	$21,501
Capstone Private Wealth LLC dba Capstone	$21,197
Shoop Insurance Agency	$20,952
Insuramax, Inc.	$20,037

TASC's commitment to excellence

We are the largest privately-held benefits administrator in the country, and we reached this stature by being the industry’s most trusted and respected team, a group that aims to make the health, wealth and well-being of the people and communities we serve better.

TASC believes in rewarding excellence, and our Provider Incentive Program (PIP) has been doing that for more than 20 years. The partnerships in our Provider network, a robust team of brokers, agents, and financial planners who work with us, make it happen.

We appreciate your efforts in 2024 and anxiously anticipate celebrating your wins in Naples March 31 – April 4, 2025.