Built to strengthen the agency you already have
Your P&C team does not have to become life and retirement specialists.
Agency benefits
No new department to build
Skip the cost and management of recruiting, training and supervising an in-house life and retirement professional.
More complete client service
Clients get help with important needs that might otherwise go unaddressed or end up at another firm.
Greater relationship depth
A broader relationship gives your agency more reasons to stay in touch with each household and keep serving it.
New revenue potential
An agency owner who is properly licensed, appointed and trained may be eligible for compensation paid directly by participating carriers on eligible business.
A repeatable process
Replace occasional referrals with set triggers, introduction steps and clear follow-up responsibilities.
Protected P&C relationships
Agency Financial Desk does not compete for your property and casualty business.
Measurable activity
The partnership can track introductions, contacts, appointments, qualified opportunities and placed business, so you can judge whether the program is working.
Is your agency a fit?
Agency Financial Desk may be a good fit if your agency:
Not every agency needs this. Our first conversation is meant to find out whether a real gap exists.
- Has a strong personal lines, commercial lines or mixed book
- Regularly hears life insurance or retirement questions from clients
- Handles those questions inconsistently, or mainly when clients ask
- Does not want to hire and manage an in-house life and retirement department
- Wants a defined process instead of an informal referral arrangement
- Wants control over how and when its clients are approached
- Has an owner who is life licensed, or willing to complete the licensing, appointments and training
- Is willing to start with a focused pilot and judge the results
A partnership with economic potential
Where permitted, an agency owner who holds the required life insurance license, carrier appointments, annuity suitability training and product-specific certifications may be eligible to participate in carrier-paid compensation on qualifying business.
Compensation is paid directly by the applicable insurance carrier according to the producer's approved contract level and hierarchy. Agency Financial Desk does not promise or guarantee compensation before licensing, carrier and compliance requirements have been reviewed.
Specific terms are set before the partnership begins.
Agency owners and staff must stay within the activities their individual licenses, appointments and training permit.
Let's find out whether there is a real opportunity inside your agency
Or email Jeremy at [email protected]