Someone Recommend a Good Life Ins. Brokerage Shop?

ddearing

New Member
2
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.
 
Really? Our case manager and marketing guy are two of the best I've come in contact with....I guess it will always depend on who's trying to help you.

All I know is we had a horrible case manager, several people lost cases due to her. They did finally replace her, but no one wants to try them out again. Also, they tend to be very slow in follow up. Sounds like you got a good one there.
 

Latest posts

Back
Top