Founded in 1994, our success has been fueled by establishing deep and personal relationships with agents, advisors and partner carriers. Our team works hard to provide a superior customer experience. We offer complete case design and application management and processing, which will allow you the ability to spend more time with existing and potential clients.
We continue to build on our reputation of providing both personal and professional service from an experienced staff.
We continue to build on our reputation of providing both personal and professional service from an experienced staff.
Services
Experience tells us, the best clients, are existing clients.
If we serve a client deeply, they typically will have multiple products or services with you.
They also will be an excellent referral source.
When was the last time you reviewed your existing book of clients?
Many of us fall into the prospecting rut.
We focus a lot of time and energy looking for the next client.
While this is necessary to grow over time, we find there are several opportunities with existing clients to discuss protection solutions.
If we serve a client deeply, they typically will have multiple products or services with you.
They also will be an excellent referral source.
When was the last time you reviewed your existing book of clients?
Many of us fall into the prospecting rut.
We focus a lot of time and energy looking for the next client.
While this is necessary to grow over time, we find there are several opportunities with existing clients to discuss protection solutions.
This will allow you to enter health and background information to help you quote!
If your client has a specific medical condition to quote, visit our questionnaire page HERE.
We would be happy to inquire with a few carriers and get back with you.
The biggest perk is if your client is in good health without extensive medical history, online applications will enroll them into "labless" consideration which means they may qualify to skip the nurse visit.
Online applications take less time to enter and submit, reduce application and form errors and save you money on paper and postage!
If your client has a specific medical condition to quote, visit our questionnaire page HERE.
We would be happy to inquire with a few carriers and get back with you.
The biggest perk is if your client is in good health without extensive medical history, online applications will enroll them into "labless" consideration which means they may qualify to skip the nurse visit.
Online applications take less time to enter and submit, reduce application and form errors and save you money on paper and postage!
Reviews
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