Over 30 Years of Helping Others
Most Trusted, by Advisors
JeffsOffice is the safest place to refer your best clients. You may rest assured that your referrals are protected, uniquely as your clients, and they will be taken care of, to the nth degree. You will be happy, because your clients will be happy!
What We Do
We are dedicated to providing exceptional insurance services to referred-clients from Wealth Management Advisors, Investment Specialists and Fellow Agents in the Financial Services Industry.
Our brokerage service is extensive and complete. We are a resource for many and we do a lot of listening and hand-holding to help clients get what they want.
— What makes us special:
- WE SHOP ALL THE TOP CARRIERS: Blue Cross Blue Shield, United Healthcare, Friday, Molina, Oscar, National General, etc., and can offer ACA Qualified Alternatives, Faith-Based Memberships, like Christian Care Medi-Share.
- YOU CAN BRAG ON US: Make promises to your best clients; we’ll back you up. We will make you look good.
- HOLISTIC PLANNING: We write Medical, ON and OFF-Exchange, HSAs, Medicare Supplements, Prescription and Dental Plans.
- BEFORE AND AFTER THE SALE: BEFORE we help a client, we ask them questions and walk through the variables which affect their options within this era of the Affordable Care Act (ACA). We are also looking to guide them based on changes that may lie ahead. AFTER the policy is in place we will follow up and proactively shop the market, as needed, during the ACA Open Enrollment Period.
— You focus on taking care of Your clients, and trust us to help with their health insurance or Medicare questions.
Once you begin referring clients to us, you’ll find that you are in good company, as many of your peers may already be refering as well.
If you like, we can connect you with a specific Client Service Representative with whom you may refer each of your clients. This will give you a single point of contact for updates or questions.
Nearly 100% of our business comes to us by referral from Financial Advisors, CPAs, Attorney’s and Investment Specialists in the industry. We can be trusted to do the job requested (and no more) protecting your client as uniquely yours. Further, our common referral is a client who is well educated, with a high net worth. This level of client, needs quick accurate answers from someone who understands their needs, and we do.
We will treat every client, as though they are your best client. We take care of each referral efficiently, professionally, and completely. We do most of our work using phone, e-mail, fax and the latest technology to effectively communicate with your clients. And we’re licensed in 48 states to be available wherever, whenever.
Bottom Line: we have great people; great systems; and your clients, will love it!
Straightforward Insurance Solutions
CYBER-SECURITY Liability Insurance
Property
Travel MEDICAL and TRAVEL CANCELLATION
Health INSURANCE and MEDICARE
ADVISOR SUPPORT for TERM-Life INSURANCE OPTIONS
We do the right things, at the right time...
Refer With Confidence
Almost all of our clients come to us by referral from others in the financial services industry: from fellow Agents, Group Health Offices, Advisors, Investment Specialists...
Getting Started
- Step 1: Give us as little as a name and number or email, and we'll do the rest...
- Step 2: We will assign a Staff-Agent to call on your behalf, and gather whatever other information we need, then talk through the questions the client has.
- Step 3: Then we'll make recommendations and assist them. And we'll do whatever amount of handholding is necessary to get them where they need to be!
Testimonials
★★★★★
4.7 from 56 reviews
Why Choose Us
WE SHOP ALL THE TOP CARRIERS
Blue Cross Blue Shield, United Healthcare, Friday, Molina, Oscar, etc., and can offer ACA Qualified Alternatives, Faith-Based Memberships, like Christian Care Medi-Share.
You can brag on us!
Make promises to your best clients; we’ll back you up. We will make you look good.
HOLISTIC PLANNING
We write Medical, ON-Exchange and OFF-Exchange, HSAs, Medicare Supplements, Prescription and Dental Plans.
SERVICE BEFORE and after
BEFORE we help a client, we ask them questions and walk through the variables which affect their options within this Affordable Care Act (ACA) era. We are also looking ahead to try and guide them based on changes that may lie ahead. AFTER the policy is in place we will follow up and proactively shop the market as needed upon each ACA Open Enrollment Period.
Looking for insurance?
Our support team is here to help you find the right insurance for your needs.