Our Promise to You

Financial advisors, insurance professionals, and financial institutions choose SterlingBridge as their lead insurance resource for our deep expertise, accessibility, and ability to process insurance faster. What this means to you is we help you grow your value promise. We cut down administration time, and expedite the underwriting process, so you can spend more time with clients.

Experts with a Sense of Urgency

You have easy access to our tenured team of insurance experts and case managers for insurance consulting or joint calls. Your business will be professionally handled from start to finish so you can address a wider variety of planning needs.

Pioneers in Digital Insurance Tech

We are a full-service insurance firm powered by FinTech and AI-innovation. Through our digital platform, we’ve created scale and efficiency in the insurance process to move data quickly across carriers. Your clients get the insurance coverage they need, and your cases get placed faster.

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The Process

To get started, simply enter your client’s information, or we can do it for you. You don’t have to chase anyone down for an answer, an illustration, or an app kit. Our turnkey, AI-driven technology walks you through the entire process in fast, simple steps.

it is that easy Quote Process Apply We’re On It

PEOPLE

  • White-glove advisor experience
  • Insurance experts with a sense of urgency
  • Comprehensive case design and consulting
  • In-house medical / underwriting specialists
  • Trusted partner to financial advisors

PRODUCTS & PLANNING

  • Multi-carrier platform from leading insurance companies
  • Advanced planning concepts and consulting
  • Industry updates and education
  • New business ideas
  • Term / permanent insurance, disability insurance, long-term care, hybrid / asset-based solutions, annuities

PLATFORM

  • Online quotes / comparison across multiple carriers
  • Drop tickets and e-Apps for fast processing
  • 24/7 client status dashboard
  • Digital connection to insurance companies
  • Accelerated underwriting programs
  • Proprietary technology and resources for advisors

The Benefit to You

Concierge Service

We've taken white-glove service to a whole new level. We do what we say we will do. We are constant professionals with the right attitude. It’s not just about elevated service. We are focused on individualized service so you can build rapport and a relationship with us. Our team is flexible with your needs and gives you the support you have rightly earned. More...

FAST UNDERWRITING DECISIONS

Spend less time on cases and more time with your clients. Our tenured underwriters and experts know how to navigate industry carriers and design the right offer for clients. Our accelerated submission process allows you to spend less time and energy on administration and more time developing your core business. We do it for you. More...

EXPEDITED DATA AND TURNAROUND TIMES

Accelerated application processing with transparent histories. We bring all the benefits of a traditional insurance firm with the power of FinTech and InsurTech platforms. Your client gets the coverage they need, and your business is placed faster. We provide transparent histories on all cases and seamless integration with the carriers’ systems. Our proprietary app lets you quote, apply, and check case statuses quickly – right from your fingertips. Your policies are delivered with ease. More...

Deep BENCH OF KNOWLEDGE

Objective, unbiased insurance consulting. We live and breathe insurance. Financial advisors and insurance professionals say that our deep bench of expertise and long-standing industry relationships is what makes us distinct. What this means to you, is that we offer education on new ideas, support on simple to complex cases, and guidance on all aspects of the industry so you can speak more knowledgeably with clients. More...