Advanced Case Design
Constantly preparing advanced solutions to meet your clients’ financial needs can be a daunting and time-consuming task for agencies and their financial professionals. When you partner with Brokers International, you can put our Sales Support Team to work for you! Our experienced team is ready to help you craft innovative solutions using in-depth industry insights, extensive carrier relationships, and our specialized underwriting and advanced market services to meet all of your clients’ annuity and life insurance needs.
Underwriting Consulting Services
The underwriting process is one of the most critical components to solidifying client confidence in your insurance solutions. When you bring your complex cases to Brokers International, our team will ensure your case is presented to the right insurance carriers to streamline your underwriting outcome so you can deliver the optimal client solution promptly.
Building holistic retirement solutions for your clients requires substantial expertise and experience. We’ve developed relationships with the industry’s top legal, tax, financial professionals to deliver easy-to-understand insights, training, and information on topics such as Social Security, tax reform, and more to help you continuously expand your knowledge to better serve your clients.
Discover How We Can Help You Generate More Sales
Building and Supporting
Your Back Office
Our agency partners can leverage our experienced and robust operations team to manage or supplement a wide variety of their back-office needs. When working with agencies, we deploy a consultative approach that enables us to meet our agency partners where they are. We’ll work to develop a comprehensive understanding of each agency’s operations so we can implement creative solutions to reduce their workload, saving them time, energy, and resources.
How We Can Help Your Agency
- Review, scrub, and submit your Annuity and Life applications within 24 hours of receipt
- Getting your applications approved quicker
- Working directly with carriers on your behalf
- Ordering exams and medical records
- Routine follow-ups on all business submitted through Brokers International
- Notifying carriers of E&O, License, CE, and contract info updates