The reasons why Insurance Agents, Financial Advisors, Certified Public Accountants and Attorneys do business with me:

Unmatched Point-of Sale Support with your clients

I take the time to dedicated myself as a seasoned professional to get to know you and your business, while guiding you through the entire sales process to help deepen your client relationships and grow your revenue.

Multi-Carrier Platforms that Allows for Customized Product Solutions

I work with multi-carrier offerings with industry-leading companies that provides you with access to a diverse product portfolio to help meet each of your client’s specific and ever-changing needs.

Experienced Underwriting Advocate

I work in hand as your support team with potential underwriting review and case managing each of your cases with my carrier relationships to successfully advocate on your behalf to secure the most favorable offers for your client’s cases.

Business Planning & Advanced Case Design

I work in hand and give you direct access to advanced sales support and leading-edge sales concepts to enhance your business. Also, with niche comprehensive competitive products. With my experience on advanced case design. I committed to getting your most complex cases successfully placed.

Carrier Relationships

I realize that carrier selection is critical to your success for your business, particularly in the advanced markets. I have focused relationships with a broad and diverse list of carriers to help meet your customers needs. I work with over 100 plus carriers to find the right plan for your client.

Compensation

As a result of my history of substantial production and distributor status, you benefit from a competitive commission payout across all of the carrier relationships I work with.

Access to state of the art technology for your business

I also provide you with 24/7 Access to Quotes, Applications, Streamlined Processing, Secure direct to carrier case submission with carrier and industry resources to help simplify the process, grow your business, and effectively service your clients.

Hands on training for you and your office

As an Insurance consultant, I am proud to offer your practice with hands on training on specific expertise of concepts and products.  This training helps you and your advisors on how to handle point of sale client meetings and to train your office on each insurance concept and products. Depending on the size of your business I offer a customized consultant fee. For more detail on pricing, please contact me.