Outsourced Insurance Desk
OIS provides all types of fixed and variable annuities, life, and long-term care insurance on a referral basis. Our OID team is licensed to write business in all 50 states, enabling us to support you and your clients anywhere in the country. While we serve as your agent of record, you remain compliant and in complete control of engagement levels with your clients.
One Insurance Solution (OIS) provides all types of fixed and variable annuities, life, and long-term care insurance on a referral basis. Our team is licensed to write business in all 50 states, enabling us to support you and your clients anywhere in the country. While OIS serves as your agent of record, you remain compliant and in complete control of engagement levels with your clients.
-
Fee-only RIAs.
-
Life Licensed RIAs with clients that would benefit from a Fee-Based Variable Annuity.
-
RIAs interested in offloading as much insurance work as possible to a trusted partner.
-
Advisory Solutions & Fee Billing
RIAs can charge their advisory fee against the asset. While not all product types have advisory options available, the ones that do typically provide higher benefits due to a lower internal cost.
Reliable Partnership
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Technology Integration
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details. We can also facilitate getting the data sent to many third-party platforms.
Case Design, Product Analysis, & Underwriting
We have access to tools and resources that enable us to compare product solutions across 40+ carriers to ensure your clients receive the best product to meet their objectives.
Joint Client Meetings
We will not discuss any potential solution with your client without you being on board.
We Handle All Carrier Paperwork & Follow-Up
We use our electronic order entry platforms, and our Case Management team will provide updates until the policy is issued.
Policy Care Program
Any policy written by our Insurance Consultants is automatically enrolled in our Policy Care Program.
Key Benefits
Reliable Partnership
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Visibility
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details.
In Force Policy Management & Support
Save time by sending policy services requests to our team. We will correspond with the carriers to ensure timely execution.
Policy Reviews & Competitive Product Analysis
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.
Avoid Costly Mistakes
Our team will provide updates on time-sensitive items such as conversion dates, annuitization notices, premium payments, and more.
Who It Is Designed For
RIAs focused on growing their business by merging with or acquiring other practices.
RIAs that have clients with held-away insurance assets.
RIAs that have recently transitioned or are planning to transition away from a Broker-Dealer.
Key Benefits
Advisory Solutions & Fee Billing
RIAs can charge their advisory fee against the asset. While not all product types have advisory options available, the ones that do typically provide higher benefits due to a lower internal cost.
Reliable Partnership
Your clients’ policies will be with a reputable partner who is not competing for your clients’ business.
Technology Integration
We get direct data feeds from insurance carriers and provide technology allowing you to view contract details. We can also facilitate getting the data sent to many third-party platforms.
Case Design, Product Analysis, & Underwriting
We have access to tools and resources that enable us to compare product solutions across 40+ carriers to ensure your clients receive the best product to meet their objectives.
Joint Client Meetings
We will not discuss any potential solution with your client without you being on board.
We Handle All Carrier Paperwork & Follow-Up
We use our electronic order entry platforms, and our Case Management team will provide updates until the policy is issued.
Policy Care Program
Any policy written by our Insurance Consultants is automatically enrolled in our Policy Care Program.
Designed For...
Fee-only RIAs.
Life Licensed RIAs with clients that would benefit from a Fee-Based Variable Annuity.
RIAs interested in offloading as much insurance work as possible to a trusted partner.
Ready to get started with our
Outsourced Insurance Desk?
The first step towards collaborating with our OID is selecting one of the request forms below and submitting as a registered investment advisor firm (RIA) or an investment advisor representative (IAR). If you have any questions regarding your submission, connect with an OIS consultant at 877-726-1647.