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.