Office Support

Our Contracting and New Business Departments work together to support agents from onboarding through policy issue.

The Contracting team manages carrier appointments, licensing, compliance, and commission setup to ensure agents are properly credentialed and ready to sell. Once business is submitted, the New Business team helps review applications, coordinate underwriting requirements, and track cases through the approval process to help ensure a smooth and efficient experience for both agents and clients.

Our Asset Transfer Specialists are here to help simplify the transfer and new business process for both you and your clients. From application submission through policy issuance, they work closely with advisors to help keep business moving smoothly and efficiently every step of the way.