Our Services
From sales support to case development, our dedicated back-office teams are here to help you and your business grow.
Licensing & Contracting
Our dedicated contracting team is well-versed in nationwide licensing, carrier appointments, and more. The team also utilizes a general application that allows you to submit appointment requests to multiple carriers simultaneously. For more information, head over to our Licensing Support page.
Sales Support
This team comprises of our Wholesaler and the quotes team – providing you the product knowledge, marketing materials, illustrations, and sales strategy you need when facing clients. Additionally, the team can conduct risk assessments and shop carriers for clients with unique situations. Check out all the ways this team can assist you with your business today!
Case Management
As an agent, there are many components involved in a sale from the sales pitch to carrier submission and case completion. While you’re out in the field, it is important you have the support you need to ensure application processing goes through. Our case management team helps agents review and monitor application to push cases through efficiently – making sure our agents are paid in a timely manner. Learn more about our team today!
Contact Us
We’ll work with you to tailor fit the back-office support you and/or your team needs to meet your business goals. You can call us by phone or email us directly.
