Aggregate all of your clients’ fixed and variable insurance policies, regardless of your current license status and whether or not you were the original agent.
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RIAs that have recently transitioned or are planning to transition away from a Broker-Dealer, that must now manage insurance business on their own.
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RIAs with Life Licensed advisors that plan to write their own fixed annuity, life, and LTC contracts.
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RIAs looking for an efficient way to incorporate insurance planning while still being compensated.
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State Licensing, Carrier Appointments, Commissions, & Product Training Management
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Advanced Case Planning, Underwriting, & Point of Sale Support for 40+ Carriers
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details.
Competitive Intelligence, Quoting, & Order Entry Software
Save time by sending policy services requests to our team. We will correspond with the carriers to ensure timely execution.
Client Liaison Team
Our Insurance Consultants will review current policies against the marketplace to identify opportunities to save costs or increase benefits and provide solutions to do so.
Key Benefits
State Licensing, Carrier Appointments, Commissions, & Product Training Management
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Advanced Case Planning, Underwriting, & Point of Sale Support for 40+ Carriers
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details.
Competitive Intelligence, Quoting, & Order Entry Software
Save time by sending policy services requests to our team. We will correspond with the carriers to ensure timely execution.
Client Liaison Team
Our Insurance Consultants will review current policies against the marketplace to identify opportunities to save costs or increase benefits and provide solutions to do so.
Designed For...
RIAs that have recently transitioned or are planning to transition away from a Broker-Dealer, that must now manage insurance business on their own.
RIAs with Life Licensed advisors that plan to write their own fixed annuity, life, and LTC contracts.
RIAs looking for an efficient way to incorporate insurance planning while still being compensated.
Ready to get started with our Insurance Concierge?
To start collaborating with our Insurance Concierge, you will need to collect the required documents outlined in the checklist below. If you have any questions regarding the onboarding process, connect with an OIS consultant at 877-726-1647.