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
Business and Estate Plan Design
Advanced Planning Attorney Accessibility*
* Available through affiliation and carrier support.
Product and Pricing Studies
Questions are The Key™
Registered CFP® CE Provider
Consumer-Based Articles, Brochures, and Seminars
Our Process for Advisors
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.