We Work Directly with Agents

We tailor  strategies for each client, for each agent. Our experienced case designers know exactly how to help you win the next sale.

As an agent, you are looking for a BGA that inspires growth, shares high quality ideas, problem solves with relevant information, and helps drive the needed results for your clients?  You will notice the difference interacting with our team.  We promote direct carrier relationships where possible and have a team ready to help whenever they are needed.

Having the right team around you is important and that team should deliver winning results.  We are proud of our case design team as well as our internal sales support team helping drive success.


Our full-service Quoting and Case Design team helps from simple to complex strategies to increase your client success rate.

Sales Site

Our Sales Site has Up-to-date industry related posts, sales ideas, carrier notifications and more which are designed to inform, educate and unique and timely sales ideas. 

Case Studies

Get inspired, develop a target audience, provide strategic advice for your clients.  Our case studies will help you stand out from the competition with unique solutions and ideas.

Quoting Tools

From Term & GUL spreadsheets to full carrier illustrations we can get the illustration you need or teach you how to run your own.

Advanced Case Design

Premium Finance, Generational Split-Dollar, Executive Benefits Planning and more.  Let our team help you design your next case.

Agent Portal

Through our Agent Center, you can run quotes, request quotes, view cases, view commissions and more.

Case Management

You will have a dedicated case manager to help provide consistency and single point of contact for submitted business.

Our case studies

See all case studies

Tell us about what you're working on

Let us help you close your next case

Let us help you design your next case.  From simple to complex case design, we are here to help.


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