service options
Overview
Select an option to provide the best possible insurance acquisition experience for you and your clients. Match your clients’ needs, and your internal resources, with the service option that facilitates the most effortless insurance placements. Freely switch between options on a case by case basis.
Option A: “We Do it All” Concierge Application Services
Option B: Experts Develop Customized Advanced Planning Solutions
Option C: Traditional Brokerage Services