Who We Serve

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, consultative environment.

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.

Benefits Specialists

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.

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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 suite.