Changing the Industry
One Agency at a Time
Brokers International is known throughout the industry as The Original Agency Builder. For more than 40 years, we have focused on growing our agency partners’ life insurance and annuity business, as well as wealth planning with our affiliated Broker-Dealer, Integrity Wealth. We are currently supporting more than 175 agencies representing over 62,000 financial professionals.
As one of the largest and most influential insurance marketing organizations (IMOs) in the country, we help our agency partners recruit new agents and maximize the full potential of their financial professionals—all without competing against them. Our goal is to provide you with the sales skills, support services, and resources you need to grow your agency.
Why Choose BI as a Partner?
As an agency partner with Brokers International, you’ll gain opportunities for:
- Enhanced compensation and bonuses
- Innovative recruiting and lead programs
- Asset management from our affiliated Broker-Dealer, Integrity Wealth
- Helpful back-office assistance and staff support
- Advanced technology solutions
When you choose to work with us, we provide you and your downline with:
- Top-tier service from our dedicated team members
- Experienced annuity and life insurance sales and operations support
- Superior financial products and top-rated carriers
- Proven marketing programs and a comprehensive training platform
- Insightful compliance resources and assistance
Annuity Sales Resources
- Cannex: Benefit from SPIA comparisons, quotes, and illustrations
- Journey Guide: Utilize comprehensive, interactive software to manage your clients’ information. Visibly demonstrate in real time, the impact of guaranteed income streams and compare options for overall retirement planning.
- E-Apps: Submit annuity business with the E-App processor WriteNow. Electronically submitted applications typically issue up to seven days faster.
- Agent Leads List: Provide clear criteria and our sales team will utilize a comprehensive high quality agent database to send a financial professional list tailored to your specifications
- Custom Resource Site: Receive back-office resources such as comp schedules, bonus guides and charts, carrier contacts, BD guide, and more from our custom-built wholesaler partner site
- Annuity Specs: Search and compare hundreds of annuity products and rates with ease to better serve your clients
- Annuity Rate Watch: Generate income comparisons, MYGA searches, product side-by-sides, and reports through our Sales Team
- Advanced Case Design: Access innovative annuity solutions to address the retirement needs of your clients
- Advanced Markets: Enhance your industry, product, and retirement planning knowledge by building relationships with top legal, tax, and financial professionals to generate advantageous retirement plans
Life Insurance Sales Support
Our knowledgeable team has vast experience and we’re ready to give you outstanding service to enhance your life sales. We can help with:
- Coaching before the sale by answering your complex planning questions, providing Advanced Case Design, supplying large case underwriting, and offering customized life insurance options
- Training with i-Go and WriteNow and leveraging E-Apps to submit life business—where electronic applications issue up to 7 days faster
- Supplying Advanced Underwriting Services to ensure your case is presented to the right carriers. This service streamlines your underwriting outcome so you can deliver the optimal client solution.
Life Insurance Sales Resources
- Carrier Matrix: Quickly and efficiently identify the ideal carrier and product solutions based on each client’s unique needs
- Life Policy Review Kit: Uncover new sales opportunities, nurture prospects, and support existing clients when you discover our Life Policy Review Kit. It includes a guide, customizable client and prospect letters, sample phone scripts and a policy review form.
- Custom Design Proposal: Leverage our comprehensive list of fact-finder questions during client meetings to help pique your client’s interest. You can discover what’s important to them, tailor your proposal to their goals, and close more cases.
- Quote Engines: Run both basic and complex life insurance strategies and solutions so that clients can easily view and understand their options
- E-Apps: Pare down the paperwork and speed up the process of writing life insurance business with our easy-to-use electronic life insurance application platforms: i-Go and WriteNow. They will help save you time and maximize efficiency, so you can focus on growing your business.
- Advanced Markets: Benefit from relationships with top legal, tax, and financial professionals to provide enhanced life insurance plans for your clients
- Advanced Case Design: Utilize our experienced team to help with advanced market solutions. Our in-depth industry knowledge, extensive carrier relationships, and specialized underwriting can offer customized life insurance options to meet clients’ needs.
- Advanced Underwriter: Receive assistance with underwriting and streamline the process to increase your rate of case conversion to paid business
Utilize Our Operations Teams
Receive back-office support, including contracting, annuity and life new business, application processing, commission services, and more. You’ll have access to real-time updates via the Business Builder platform.
Our Contracting Team
Leverage our experienced contracting team to manage or supplement a variety of your office needs. By understanding your operations, we implement solutions to save you time, energy, and resources.
We can help your agency by using our contracting expertise to work directly with insurance carriers on your behalf. This includes:
- Maximizing our proprietary enhanced onboarding platform to help our partners and their teams to activate more quickly
- Leveraging the SureLC electronic platform to ensure submissions are in good order and provided to insurance carriers efficiently
- Customizing your contract transfers and providing real time status updates to you through Business Builder 24/7/365
- Notifying you of missing documentation to keep processing moving forward
- Providing carrier appointment status updates through Business Builder
- Notifying carriers of E&O, license, continuing education, and contact information updates
Our Life and Annuity
New Business Teams
Discover how our Annuity and Life New Business teams help build and support your back office. We use Business Builder to help you track submitted and pending business, view pending requirements and policy details. Our teams note carrier trends and can help determine approximate policy issue times by carrier.
Our New Business Teams can provide value by:
- Working directly with insurance carriers on your behalf
- Reviewing applications and ensuring they are in good order prior to sending
to the carriers—then submitting within 24 hours of receipt - Doing routine follow-up on your pending business
- Providing real-time updates via the Business Builder platform
Receive Valuable Hands-On Learning
Discover our industry-leading training and coaching platform—Accelerate. Through premiere virtual sessions and live events, you’ll receive valuable hands-on instruction to enhance your knowledge, skills, and strategies.
Small Business Academy
In addition, Brokers International includes our Small Business Academy (SBA) as part of Accelerate. As a live event, SBA can assist with:
- Proven start-to-finish sales process effective when working with small business owners
- Identifying and connecting with business owner prospects
- Understanding every aspect of a specific small business through quality fact-finding
- Supplying life insurance solutions within the small business marketplace
- Effectively working with tax, legal, and accounting advisors
Leadership and
Communication Skills
Within the Accelerate platform, we offer three live courses to help build professional communication development. Courses include:
- Leadership Presentation and Image Skills: Develop and deliver high-level, compelling, and effective presentations. Gain skills to maximize leadership presence and brand
- Virtual Communication Skills: Learn best practices for engaging and connecting with virtual audiences when attending our Professional Image Skills program
- Consultative Selling Skills: Win business by listening to customers, uncovering needs, and providing sound solutions
Estate Guru
Strengthen client relationships when you build comprehensive attorney-approved estate plans with a bar-licensed, in-state attorney.
Journey Guide
Guide clients through the various stages of their retirement journey with this online, comprehensive retirement planning software. This easy-to-use, interactive tool will help agents prepare retirement plans in real-time that visually demonstrate the impact of guaranteed income streams. Plus, the extensive dashboard enables producers to compare various retirement plans and strategies.
Stonewood (Life)
Focus on innovative tax-saving strategies and highlight Indexed Universal Life insurance (IUL) with this industry leading platform. Share IUL benefits to attract prospects, retain valued clients, and differentiate a financial professional’s business.
Advanced Markets Annuity
Build client solutions by consulting with our retirement coach to incorporate advanced planning strategies and build holistic client retirement solutions. Solutions are tailored to fulfil a variety of client needs—including retirement income planning, social security strategies, tax mitigation, legacy and trust planning, charitable giving, and more.
Advanced Markets Life
Leverage our experienced team to help research advanced market solutions and provide specialized underwriting to meet a client’s life insurance needs. Take advantage of our extensive carrier relationships, in-depth product knowledge and industry know-how.
Annuities Genius
Gather and combine all annuity product information in one place. Use this annuity closing software to offer the best income product for any scenario, to find the most competitive indexing strategies, to sort MYGA rates, and to get product overview information with just a few clicks. Enhance client meetings using Annuities Genius to run easy product comparison calculations and print simple reports.
BRANDING/PROMO
Digital Marketing with FMG Suite
Build a responsive, lead-generation focused website with options for CRM integration with FMG Suite. Optimize and enhance marketing with relevant financial content and videos. Tailor your digital marketing needs and those of your agents, manage your social media profiles with this comprehensive platform, and much more.
Agents in the News
Place your agent on the local news to discuss trending topics, be recognized as their area’s go-to financial professional, and to help build their personal brand.
Take One
Shoot polished and compelling videos with a professional videographer at our headquarters. Compliance-approved scripts on a variety of financial topics are available. Take advantage of the most engaging way to reach consumers. Share your videos on your website, on social media, in your emails, or on your office TV.
RA Marketing Branding
Boost your brand reputation and digital footprint with a custom written article about you and your agency. Leverage the recognition and credibility of these articles published on well-known media outlets—like NBC, USA Today, Fox News and more.
LEAD GENERATION
Engage Leads
Take advantage of the power of automation and LinkedIn—putting lead generation efforts on autopilot. Establish an “ideal client” profile, develop unique messaging campaigns, then connect with a consumer who needs your services. Schedule an appointment to help determine financial goals.
RA Marketing Leads
Benefit from seminar and webinar marketing, then host and deliver presentations on trending topics—like Social Security, Retirement Planning, Estate or Tax Planning, Medicare, or custom subject matter. If you’re not keen on seminars or webinars, generate qualified leads through digital advertising by offering valuable information on financial topics of interest. Both programs help fill agency and producers’ sales funnels with qualified prospects.
RECRUITING
Agent Recruiting Network (ARN)
Use custom email and social media campaigns that are developed, customized, and focused on your value-added services to create financial professional leads.
Engage Recruiting
Use your LinkedIn profile for more than just networking. Grow your agency by generating financial professional leads. Through LinkedIn, we help our partners target high-level producers, build rapport with interested prospects, and explore opportunities to work together to help fulfill career goals.
PROFESSIONAL DEVELOPMENT
Dardis
Enhance your presenting and public speaking skills with in-person workshops. Learn how to speak more effectively with live “Leadership Presentation and Image Skills” training. Attend the “Virtual Communication Skills” workshop to discover opportunities to improve on-line presentations. Receive sales coaching when you attend the “Consultative Selling Skills” workshop.
Accelerate Training
Benefit from Brokers International’s premier training platform. Our system is dedicated to helping agency partners achieve greater success by providing training and education for producers at every skill level—with topics like Sales Skills, Annuity Essentials, Advanced Markets, Digital Marketing, Life Insurance Essentials, and more.
Small Business Academy
Discover life insurance opportunities and incorporate IULs to enhance financial professional’s businesses. Agents participate in a three-part series of 2-day live training events to focus on life insurance solutions for small businesses. Later sessions address advanced life insurance concepts.
Partner to 200+ Advisors Manages Over $3.5B AUM in Client Assets BD & RIA – SEC-Registered Investment Advisor
Integrity Wealth can help advisors:
- Experience case design, customizable sales support, and unparalleled service from a dually registered firm that supports both BD and RIAs
- Discover Retirement Ally, our exclusive asset management platform, to help maximize market upsides and limit negative exposure with market shifts. Retirement Ally portfolios come in three categories designed for clients in various stages of life
- Earn higher payouts on business on our exclusive advisory platform—up to 100 percent, paid weekly. Leverage some of the highest payouts and lowest fees—and no overrides on fixed annuity business
- Transition through our step-by-step onboarding program utilizing a supportive and dedicated team
Protect Your Agency with Our Compliance Team
Incorporate the proficiency of our Compliance Team. With a variety of tools, services, and resources, we help protect your agency from costly compliance violations—saving you time, money, and headaches.
Our compliance team can provide support by:
- Reviewing your website and marketing pieces to ensure they’re compliant and offering quick and easy ad reviews so you can begin advertising more quickly and effectively
- Keeping you abreast of the newest industry regulations updates to help maintain compliance standards
- Providing an extensive library of compliance-friendly, customizable marketing materials and furnishing educational materials to boost your compliance knowledge
- Advising you on best business practices and sharing insights and guidance on topics like privacy and cybersecurity, business continuity planning, social media policies, and more
AND MANY MORE!
Leverage Our Integrity Marketing Partnership
When Brokers International partnered with Integrity Marketing in June 2021, we gained access to additional carriers with competitive contracts and a network of resources to help grow, support, and promote your agency. With this partnership you will have additional opportunities to expand into new markets and product lines, including life, annuities, Medicare, health, and securities.
Integrity Marketing Group is the nation’s largest independent distributor of life and health insurance products, including Medicare supplements, long-term care, mortgage protection, and more.
Today, more than 175 agencies trust us to help them grow and they support more than 62,000 producers in their downlines. Since our inception, we’ve grown our annuity, life, and securities platform to help more than one million Americans effectively prepare for their retirement. These numbers will only continue to rise through our relationship with Integrity Marketing Group.
We Help Build Your Agency
and Position You for Success
Our mission is to support independent insurance agencies—like YOU. When you become a Brokers International agency partner, we provide recruiting and lead programs, back-office support, and technology solutions.
We look forward to providing your financial professionals with marketing programs, access to superior financial products, compliance assistance, operational support, and top-tier service from our dedicated team members.
When you join us, you’ll receive the resources and assistance you and your downline need to position your agency for success, and take your businesses to the next level.
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Page updated 11/22/2024 | #24-1085-112225