Who We Are
Since its inception, our Agency has catered to the upscale insurance professional, and strives to be an exceptional resource to the brokerage community, who seek the best in product, sales support, and underwriting services through a stable of core carriers which complement the underwriting process. Our staff is responsible for identifying and capitalizing on market trends and product opportunities. We specialize in large case management, advanced sales support, sub-standard or hard to place cases, underwriting niches, and lifetime settlements.
Regardless of the task, whether shopping the market for the best product, preparing a case for presentation, or packaging it for an underwriting decision, outsourcing is where we fit in! We are here to assist in all facets of the sale and to expand your capacity to prospect in the affluent individual, advanced sales, and business marketplaces. From front-end case preparation, presentation support, to underwriting and policy placement, our goal is to provide the producer with timely and accurate assistance which is unparalleled in the brokerage community.
Our Agency’s mission is to deliver to the insurance professional:
A selection of companies rated among the best in the industry.
Value-added marketing with pooling for maximum compensation.
One-Stop shopping for a wide range of life, disability, LTC, life settlement, and annuity products.
Strong local service for new business case management and advanced sales services.
Service is a key element in our firm’s effort to form a business partner relationship with the independent producer. Our continuous research and development provides ongoing identification of market-driven concepts, adding new and existing sales modules as needed. Some examples are: The “AdvantageQuote Edge, Quick Time Response, On-Line, Interactive Website, Comprehensive Networked Database, Compulife, Vital Signs, and more.
Our Agency is always looking for dedicated, exceptional people to join our staff either in the capacity of Administrative Assistants or Brokerage Reps. Please call us for more information.