We provide solutions for life insurance, disability, long term care and annuity. Our team is with you from design to delivery.
With over 100 years of experience on our team, we have the knowledge, creativity, and flexibility to help achieve your client’s goals while making the process as easy as possible.
Comprehensive Back Office Support
Impaired Risk Underwriting
We are committed to bringing the best carriers and products the insurance industry has to offer.
– Sell the case
– Earn full Commision (no commission reduction to use this process)
– Call your client & complete the application via phone/email.
– Schedule the exam and secure APS data
– Send status throughout the process
– Send the policy for delivery to your client (or send directly at your request)
Applications will be submitted and exams ordered within 24hrs of receipt. Attending Physician Statements will be ordered within 24hrs of the carrier request. You will receive case status every time we touch the file. Illustrations, forms, and contracting requests will be sent out within 24 hours. We can get a lot done in a day!
Dedicated Case Manager
You will have a dedicated case manager for all new business submitted. We offer one point of contact for all of your cases to make following up easy.
Best Offer Every Time
We advocate for your client throughout the underwriting process. We have a full time underwriter on staff and she reviews every case that is not approved as applied to ensure the best offer and best carrier is available for your client. Every time.
We understand how important your relationship is with your client. It is just as important to us for you to keep that relationship secure. With your permission, we will call your client directly to take applications or ask any missing or additional information.
When you call (800) 443-7651 between 8:30am-5pm EST, Monday through Friday, you will speak to a live person. You will always have the option to leave a detailed voicemail for any team member.
We commit to providing prompt, courteous, and friendly service. We are always here to help you succeed.
Stay up to date on carrier announcements, product changes and events!