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Our Process

At IIC, we maintain a sense of responsiveness and efficiency that is unique in the insurance industry. As you build a relationship with us, you will quickly trust that we are as committed to your clients as you are.

STEP ONE: CONNECT WITH THE ADVISOR
Determine level of service and support to provide to you and your client.

STEP TWO A: ADVISE AND CONSULT
Work with you to establish client goals and develop a plan that is customized to your clients’ needs.

STEP TWO B: IMPLEMENT
As an alternative to a consultative route, we implement the plan you/we have designed.

STEP THREE: PLAN DESIGN
With the help of our Carrier Matchâ„¢ process we prescreen, price and present the most appropriate plan of coverage to your client.

STEP FOUR: UNDERWRITING
Application is taken and underwriting started by IIC team. Communication during the underwriting process will be provided as necessary and requested by you and your client.

STEP FIVE: POLICY DELIVERY
At policy delivery, you and your client will be provided a summary of coverage placed and any additional information pertinent to their planning goals.

WE BUILD PARTNERSHIPS THAT DON’T MERELY FUNCTION; THEY LAST

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© 2013 Integrated Insurance Consulting, LLC . ALL RIGHTS RESERVED.
The information contained on this website is provided "as is" and does not constitute legal, accounting or tax advice. We are not acting as your attorney, accountant or tax professional. We encourage you to contact the appropriate professional for legal and tax information pertaining to your specific needs and circumstances.
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