Insurance Advisors / Professionals
We enhance your strengths, augment your capabilities, and help you develop
additional business opportunities in the estate, business, and advanced planning
arenas. We work to get carrier decisions in days, not weeks.
Financial Advisors and RIAs
For fee-based and fee-only advisors, we help you determine an insurance
service model that best synergizes with your practice – in a non-conflicted manner.
We help you complete your planning and honor your fiduciary role in an objective,
Property & Casualty Firms
Our team helps you address additional talking points so you can retain the policies
on your books and keep revenues stable. It’s about enhancing your business plan
and solving your clients’ other personal and business interests. We take the
pressure off your team by addressing the personal life and healthcare risks that can
be solved with seamless insurance technology.
Companies and individuals are seeking benefits consultants who are well-versed in the
spectrum of financial, medical, and wellness offerings. We get to know your practice, how
you are growing and evolving, and help you create new ways to add value. When you
need assistance solving individual insurance lines, we are available as a resource.
Financial Institutions, Broker-Dealers, Banks
We work with financial institutions to expand their competitive advantage. Our platform then becomes part of your brand’s back-office, to provide secure, seamless
resources for your representatives to quote, apply, underwrite, and process insurance
cases within minutes. We handle suitability, order entry, case management, branch
reporting, and commission processing on behalf of your organization. We help your
insurance operation run easier and enhance your offerings with a more diverse product