I am a pension specialist that works in the small market in Florida. About 95% of my revenues come from Retirement Plan work with the other 5% from Insurance. I am bringing someone on in-house to handle the insurance work that I have been turning down and will also create some marketing specifically for them.
My question is can someone recommend a good, full service, brokerage shop that can handle most of the back office and follow up on life/health apps so that my new agent can focus on selling. I do not want a small operation. I would prefer something like a Capitas Financial (but not Capitas for personal reasons). I'm sure there are many of them out there, I just don't know who they are since I don't do much insurance. It would be prefarable if they were somewhat local to FLorida, but not absolutely necessary. Thanks in advance for your help.
My question is can someone recommend a good, full service, brokerage shop that can handle most of the back office and follow up on life/health apps so that my new agent can focus on selling. I do not want a small operation. I would prefer something like a Capitas Financial (but not Capitas for personal reasons). I'm sure there are many of them out there, I just don't know who they are since I don't do much insurance. It would be prefarable if they were somewhat local to FLorida, but not absolutely necessary. Thanks in advance for your help.