What makes you more money, being in front of clients or dealing with paperwork? 

Though application processing and having cases issued as quickly as possible is an important part of your business, this activity takes away from time that could be spent with clients and activities that help you write more business.

Our experienced staff will provide you with:

  • Product Illustration Assistance
  • Obtaining Current Forms & Application Kits
  • Scrubbing Your Paperwork for Accuracy
  • Submitting Applications to Carriers
  • Tracking Status Updates
  • Outstanding Items Notification
  • Coordinating Transfers & 1035 Exchanges


Contract with us and receive the training and support you need to build a successful case.