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!
Testimonials
