Licensed
Insurance Sales

Our experience shows that when you blend our agents with your existing internal team overall results improve.  For the past 3 years running, our team has beaten our client's internal team in terms of conversion, stick, quality and compliance.

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We have experience in the following business lines:

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• ​Medicare Advantage

• Medicare Supplement

• ACA / Marketplace / U-65

• Property and Casualty

• Ancillary solutions

• Life and Final Expense

 

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We provide a turn key solution that includes the following:

• Recruiting and vetting experienced agents

• Interviewing and hiring

• Training and obtaining appointments for carriers

• Managing state license purchases and renewals

• Managing state specific continued education and regulatory actions

• Managing and supporting sales performance, retention and overall member satisfaction

• Responsible for compliance and responding to grievances to the carrier and / or  CMS

• Provided Quality Assurance through both manual grading of calls and using an AI solution to make sure all disclosures and education has been completed.