
Brokers In MotionÂ
Our Agency was built on the understanding that Independent Agents are faced with the need to become a full service agency. The most natural fit is through cross-selling of Life, Health and Medicare Sales.
The problem becomes, where to start?
For years we have produced in the L & H arena and have faced the many challenges of how to navigate these processes and we have become efficient at facilitating this information to our clients and Agents.
Because of all the intricacies we understand the need for working with experts in each field, so we have put together the perfect Team to help Independent Agents grow their current book of business!
Contracted with a Nationally recognized Wholesale Brokerage firm that has more than 40 years experience and contracts with 50+ carriers in the Life, Disability, Annuity and LTC markets. This firm has spent years creating personal relationships with companies and underwriters to help ensure brokers achieve efficient and real results. Together our mission is to deliver the industry’s best products, proper underwriting, quality service and competitive commissions to brokers everywhere
Partnering with a Regional General Agency that specializes in Group Health and ancillary benefits. Their sole business practice is to assist Independent Agents with access and knowledge of products offered in today’s market. Their extensive knowledge of Traditional, Self Funded or Level Funded Plans allow them to design and provide you with specialized quotes for each client. We will assist you in analyzing the quotes, help closing the sale, continual servicing support and assistance with the renewal of your cases.
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Medicare AHIP Certified since 2016, we can assist in your Medicare sales instantly! Our knowledge will help you inform your clients of critical dates, penalties, consequences, requirements and coverage options. We help you understand the importance and the difference of Medigap plans, Part D and Medicare Advantage Plans. In other words we will guide you through the Medicare Alphabet soup.
There are 10,000 Baby boomers turning 65 every day, don’t miss out!
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Take advantage of our amazing team and allow us to put our expertise to work and help your agency grow. You’ll have access to appointments with A+ carriers, have professional assistance to help you pre-screen and provide appropriate quotes, pre-scrub applications, assistance through the UW process and help to complete the close. Basically we are the perfect extension of your back office!
Whether you want Direct appointment or you are more interested in our Referral Program you will still reap the rewards of Monetary growth and Client retention!
Contact us Today!