The Broker Link
All-In-One Portal to Streamline Your Business!
• My Contracts, Production, & Commissions
• Direct Access to Dedicated Specialists
• Quote Engines for all Product Types
• Pre-Approved Marketing Materials
• Streamlined Online Contracting
• Simply Enroll (Sunfire)
• On-Demand Training
• Compliance Corner
• CRM Integrations
• Drop Ticket (Life)
• Product Library
PROVIDED AT NO COST TO OUR CONTRACTED AGENTS!
AgencyBuilder
Strategy, Recruiting, and Administration for Ambitious Agency Principals!
Leverage The Brokerage staff as an extension of your team at no cost! Your agents have access to the same solutions as our direct agents, with the added benefit of having you as their principal. Plus…
- Dedicated Account Manager who will work with you on strategy development, best practices, and business reviews to help you reach your goals.
- We can help you recruit new agents by providing data, outbound calls, direct mail, social media, collaboration with carriers, and on-site support staff.
- Our team will come alongside you to consult on accounting best practices, legal strategies, and tech stack optimization.
Contact your Regional Sales Director to get started!
ServiceLink
Taking Care of Your Clients So You Can Take Care of Business!
Are you missing out on opportunities because you can’t get to the phone? Are your clients calling you for administrative tasks? What if you could leverage a dedicated virtual receptionist to answer the phone on your behalf?
With ServiceLink, that’s exactly what we’ve created! Your clients call your dedicated phone number and our friendly service representatives will answer on your behalf, get a summary of the client’s request, and instantly deliver this to you so you can take action.
This frees up more time for you to grow your business, enhances your credibility, gives your clients a better experience, and improves retention!
Agent Incentives
Marketing Dollars That Work as Hard as You Do!
Brokerage Bucks
Our most popular reimbursement program ($5,400). The more you produce, the more Brokerage Bucks you earn!
Fast Start
Get a fast start to your Medicare business! We give new agents a 50/50 co-op for the first 6 months.
AHIP + E&O Reimbursement
Meet our production requirements and we’ll reimburse you for your AHIP certification and E&O insurance.
Carrier Bonuses
Commissions are great. What’s even greater? Earning bonus money! We have a monthly list of opportunities.
ExitPath
A Smooth Transition for a Strong Future!
Are you looking to retire or transition out of the industry? Or maybe you’ve built a solid book of business, and you want to make sure you have a succession plan in place.
Through our ExitPath program, we help you plan for the future by serving as a consultant to transition your business, however it would be most beneficial to you.
This could include:
- Help with transitioning your corporation, contracts, clients, and more so that you are set up for success.
- Book-of-business acquisition, where we continue to service your clients while you enjoy your retirement.
- Partnering up with one of our affiliates to acquire your book-of-business.
- Consulting on succession planning so you can leave an inheritance.
All you need to get started is an active book-of-business and a complimentary discovery call where our team will help you determine the best course of action.
Marketing Solutions
Proven Programs to Grow Your Insurance Business
Direct Mail Marketing
Utilize our targeted direct mail marketing campaigns to generate quality leads in your local area.
Digital Marketing
Looking to build a website, improve your SEO, or run online ads? Our team and partners can help!
Provider Marketing
We can help you reach consumers in Physician Offices, Medical Clinics, and Health Centers.
Retail Marketing
We have partnerships with a range of retailers including Walmart, HEB, Kroger, and more!