Our Work With Fiduciaries

We Build Partnerships That Don’t Merely Function – They Last

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.

How We Help

  • Needs Analysis

  • Insurance Review

  • Second Opinion

  • Client Consultation

  • Document Review*

  • Underwriting Prescreen

  • On-Staff Underwriters*

  • Business and Estate Plan Design

  • Advanced Planning Attorney Accessibility*

  • Hourly Consulting

* Available through affiliation and carrier support.

Advisor Resources

  • Monthly Newsletter

  • Product and Pricing Studies

  • Client Chronicles™

  • Integrated Insights™

  • Prescreening Tools

  • Questions are The Key™

  • Registered CFP® CE Provider

  • Consumer-Based Articles, Brochures, and Seminars

Our Process for Advisors

Integrated Insurance Consulting LLC

Step One: Connect With the Advisor
Determine the 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 Match™ 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.