Building the Future

Back Office Support

Focus on growing your business. We’ll focus on the details. Our devoted back office support system is designed to provide the best service and solutions available to our elite financial professionals in all areas of their business, including contracting, case management, and finance. 

Case Management

We have case managers ready for all lines of your business. Each case manager serves to submit in-good-order paperwork and remedy any situation, so your cases are issued promptly.

Contracting

Thanks to our easy online contracting process offered through SuranceBay, you can submit your contracting requests in just a few clicks. Then it is up to us to get you appointed. 

Finance

Our Internal commissions team is responsible for managing, recording, and reporting on agent production in accordance with our sales agreements and enrollments. 

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.