The foundation for IP Brokerage was set in 1994 through a single General Agency contract acquired to meet the life insurance needs of a small group of colleagues. By the year 2000, we had expanded beyond our initial focus adding the expertise and contracts to support not only LIFE insurance but also the DISABILITY, LONG TERM CARE and ANNUITY needs of our brokers.
Our mission remains unchanged: To develop a long term and mutually beneficial relationship with you and your agency. Through our vast experience and resources, we are certain to meet and exceed your expectations. Doing so requires a commitment to SUPERIOR and UNPARALLELED SERVICE from the moment your case is submitted until the time it is approved, issued and PAID. However, our SERVICE does NOT stop with the sale. We also provide you with tools to maintain your client relationship and opportunities for additional REVENUE by providing INFORCE policy updates such as lapse and replacement notice warnings and renewal and conversion opportunities.
Our Process:
- We obtain quick preliminary approval on your difficult to quote cases.
- We compare the most competitive products and carriers to find the best fit for your clients.
- We provide you with case design and illustrations or the software to do so your own.
- We offer expert advice on impaired risk, large cases and business related needs.
- We speak directly with the underwriter to make sure your client receives the best possible offer. If we disagree with the offer we will be sure to let you know your options.
- We provide prompt delivery of commission payouts and statements.
- We stay current with the industry changes and technological advancements such as RapidApp, check scanning and e-policy delivery all in an effort to keep you compliant, improve the speed of service to your client while lowering your cost of doing business.
- We offer assistance with growing your business through marketing opportunities.
At IP Brokerage our goal is to make LIFE easy for you. Please let us know what we can do to help you develop and grow your business.