Resources
Resources
In the ongoing pursuit of delivering unparalleled, personalized service to our clients, we recognize technology as a potent asset yet acknowledge its limitations as a comprehensive solution.
Advisors will have access to a robust service platform and a personal consultant/business development professional who will serve as the “go-to” for our complete suite of services. This professional is a specialist and is available to work with you and your clients. Their role is to identify areas of risk management worth investigating in a consultative, value-added fashion.
Our consultants understand that the language of insurance is complicated and foreign to many people and therefore, they are experienced in such a way in order to maintain consistency with what the client is hearing from their advisors.
Tools
Turn-key agency platform
Case Management Team
Design Team
In-House Underwriting Team
Product Analysts
Medically Pre-Underwriting
Financial Underwriting
Navigating Niches and Negotiation
Client Liaison Teams
Marketing Team
Business Development Consultants
Agency Integrator Access
Practice Management
Coaching
Client Research
Executive Benefits Team
iPipeline full platform
Product Features and Reports
Market Intelligence systems
ALIRT Research
Regulatory and Legislative update reports
Sure LC
WinFlex
Licensing & Contracting
Quoting Tools
Live Case Status
Full Reporting
Application Procurement
Application Processing
Policy Management
Forms Engine
E Submissions
Commission/Accounting
Proformex, proprietary version
FireLight, proprietary version
LUMA, proprietary version
CANNEX, Annuity
VitalQuote
VitalSigns
Underwriting Resource Center
ShareFile
Paperclip
Live Online Help
Insurance Database
VIVE
Book of Business Visibility: See everything you’ve sold across all carriers and products
Actionable Insights: Analytics, custom reporting, and policy intelligence
Monitor Policy Performance: Track policies to ongoing client goals and objectives
Save Time/Simplify Processes: Leverage notifications, alerts, and workflow tools
Dedicated Teams
Our colleagues are experts at advocating every day for our clients. We have designed and worked through challenging situations, negotiated and structured hundreds of billions of dollars of placements, and allowed our clients to secure a more favorable position for their planning needs.
We are fortunate to have a deep bench at all service levels. Whether it’s advanced planning, case design, licensing and contracting, case management, underwriting or commission accounting, our firm is able to immediately pivot to another person in the organization in the event someone is unavailable so that the advisor and client have a seamless experience.
Many team members are specifically trained and experienced in several areas of the business as an additional method of backup. That said, we pride ourselves on having exceptionally low employee turnover. Our culture is such that we treat and compensate our employees with respect and consider them true partners and members of a team.
As a client, you and your team will develop a collaborative partnership based on mutual trust and respect. Our team has the experience and training to listen carefully to you and your client’s concerns and make sure the work they do reflects them. Our professionals know the value of time, and they respect yours.
Expert Support:
Aside from listening carefully to your concerns, our team will help you find the answers to your questions. If they are unsure of the answer, a panel of competent professionals is a phone call away to provide additional support.
Financial Coordination:
One of the most important things we can do is act as a coordinator – a sort of financial liaison. Our consultants know the questions to ask and can provide information to help teams work more efficiently.
Innovative Solutions:
We utilize in-house analysis and systems to perform evaluation and monitoring of policies. We additionally have technology providing visibility, collaboration, and performance reporting for life insurance in a single, secure platform. This offering gives institutions and advisors visibility into their existing business, actionable intelligence on their data, tools to increase client engagement, and – ultimately – help grow revenues and reduce risk.