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
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.