Everything a producer or an agency needs to write business — carriers, technology, training, leads, appointments and support — across every line and all fifty states.
Whether you write on your own or run an organization with several hundred producers, the list of what you need is much the same. We hold all of it, and the arrangement is built around the parts you are short of.
Carrier access, a platform, training, lead flow, appointments and real help on a hard case normally come from six different places. Here they come from one.
More than fifty life carriers, effectively every carrier in health, and a broad commercial and personal panel. Contracting is handled for you.
Health, life, commercial, personal and employee benefits — so a client is placed where they are treated best rather than where you happen to be appointed.
Fifty states and Puerto Rico, with licensing guidance for the ones you decide to add.
MIP runs leads, clients, follow-up, quoting, commissions and automation, and works on them before you ask.
From licensing through advanced case design, with a mentor reviewing real cases while they are still live.
Lead flow, campaigns run for you, and appointments arriving on the calendar.
Case design, underwriting guidance and carrier strategy on the files that need them.
A producer writing their first cases and an organization running several hundred need very different things from us, and both are normal here. What changes with size is the arrangement, not the list of what is available. Agencies come with their producers and their structure; what arrives is depth they would otherwise spend years building.
We ask what you write and what you are missing. You ask whatever you need to.
If there is a fit, the next step is an arrangement built around the parts you actually need — which is why there is not a standard one printed on this page. If there is not a fit, you will know inside half an hour and nobody will chase you afterwards.
Licensed producers and agencies of any size, from somebody writing their first cases to organizations running several hundred. The size of the practice changes which parts are useful to you, not whether there is a conversation worth having.
Health, life, commercial, personal lines and employee benefits, across all fifty states and Puerto Rico. If you only write one of those today, that is a perfectly normal place to start.
No. Keep what serves you well and write through us where our access is better than what you hold. It is decided line by line rather than all at once, and plenty of partners end up doing both.
About half an hour. We ask what you write, where you write it and which parts of the list above you already have covered. You ask whatever you need to. Nothing is signed and there is no cost to find out.