Business Details
35 Years
experience
Trusted Insurance Solutions Partner in Columbia, SC
Founded in 1991, The Cason Group has established itself as a trusted partner for insurance professionals seeking innovative sales and service solutions. Our commitment to exceeding expectations is rooted in over three decades of industry experience, serving more than 50,000 groups and 80,000 individuals across ten states. Guided by core values such as integrity, accuracy, and adaptability, we specialize in delivering tailored financial services, group benefits, individual medical solutions, and technology-driven tools designed to meet the evolving needs of advisors. Our team of experts combines deep market knowledge with a client-centric approach, ensuring personalized support through direct collaboration, business development strategies, and comprehensive client engagement.With a focus on continuous improvement, we leverage cutting-edge technology and strategic carrier partnerships to streamline processes, enhance efficiency, and deliver measurable results. Our dedication to ethical practices and industry leadership has solidified our reputation as a reliable resource for professionals navigating complex insurance landscapes. By prioritizing long-term relationships and operational excellence, we empower advisors to achieve sustainable growth while maintaining compliance and adaptability in a dynamic market.
Services
Financial Services
Group Benefits
Individual Medical
Benefits Education
Technology Solutions
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of specialized expertise in insurance advisory services.
- Our team serves 50,000+ groups with customized financial and benefits solutions.
- We implement a patented process for streamlined policy audits and underwriting.
- Our company maintains partnerships with top-tier national and local carriers.
- We provide 24/7 personalized support for case management and claims resolution.
Services
Financial Services
Our financial services focus on life, disability, and long-term care insurance solutions. We help advisors evaluate risk management strategies through client needs analysis, carrier research, and policy audits. Our team provides pre-underwriting support, medical record coordination, and weekly case status updates to ensure seamless execution.
Group Benefits
We specialize in group health and voluntary benefits administration. Our services include plan design, compliance management, claims resolution, and onsite enrollment support. We offer customized platforms like Employee Navigator and PlanSource to streamline benefits administration for employers with 25-1,000 employees.
Individual Medical
We provide individual health insurance solutions for all ages, including ACA-compliant plans and Medicare supplements. Our team offers broker contracting support, marketing resources, and access to national/local carriers like Aetna and BlueCross BlueShield to ensure competitive options for clients.
Benefits Education
Our benefits education services include onsite enrollment, bilingual support, and staff training programs. We deploy dedicated counselors to guide employees through plan selection and provide ongoing advocacy for claims and account management issues.
Technology Solutions
We offer technology platforms such as FormFire, Medicare Connect, and HealthReach for efficient case management. These tools enable electronic applications, real-time status tracking, and personalized consumer shopping experiences to enhance advisor productivity.
People
Louie Cason
Founder
Louie Cason founded The Cason Group in 1991 with a vision to serve insurance advisors through ethical practices and innovative solutions. His leadership established the company's core values of integrity and client-focused service.
William Cason
President
William Cason leads The Cason Group's strategic direction, emphasizing technological advancement and industry adaptability. He maintains the company's founding principles while driving growth through enhanced service offerings and team development.
Questions
What services does The The Cason Group offer?
We provide financial services, group benefits, individual medical solutions, benefits education, and technology tools for insurance professionals.
How does The The Cason Group support insurance advisors?
We offer case management, policy audits, carrier partnerships, and technology platforms to streamline advisors' workflows and client interactions.
In which states does The The Cason Group operate?
We serve clients across ten states including South Carolina, North Carolina, Georgia, Tennessee, and Florida.
What sets The The Cason Group apart from competitors?
Our 30+ years of experience, carrier partnerships, and personalized approach differentiate us in the industry.
Does The The Cason Group offer technology solutions?
Yes, we provide platforms like Employee Navigator and PlanSource for efficient benefits administration and enrollment.
Reviews (4)
Emily Adams
Apr 13, 2021
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Great place to work - I've been blessed to call The Cason Group my employer for over 15 years now and they are committed to excellence, both in creating an atmosphere where employees can grow and in finding creative solutions to serve their clients.
E. M. Sturdivant Gallieshaw
Jun 21, 2020
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Great downtown office space, for small, budget-conscience business owners. Utilities & light housekeeping included in leasing fee.
Hannah Thickens
Feb 13, 2018
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The Cason Group, Inc. is a great resource, we used them indirectly through our agent to find a suitable Group Health plan for 30-40 employees at our mid-sized law firm. Each interaction was friendly yet professional. Very thankful for their help through the years!
Emily A.
Mar 28, 2014
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Great place to work! We service group medical, ancillary, and worksite agents as well as individual life and medical. We have sales reps throughout SC and NC to assist agents with selling and servicing new groups and individual clients. Our mission is to serve insurance professionals by delivering creative sales and service solutions that exceed expectations.
