Brokers Alliance History and our Services

 

Brokers Alliance, Inc. has been serving the Brokerage Community in the areas of Life, Annuities, Premium Financing, Long Term Care, Disability Insurance and Trust Documentation for the past 30 years. 50+ employees devote all their activities to helping our brokers make their job easier.

 

Our goal is to provide the independent life and annuity agent with the opportunity to enhance earnings and streamline the way business is handled. This is all possible by working with one organization, Brokers Alliance, Inc.

 

Brokers Alliance has over 115 years of experience in the Brokerage marketplace and has built valuable relationships with the carriers we do business with. These relationships in turn are a benefit to our brokers who turn to us when they need help on their cases.

 

Marketing Manager: Brokers Alliance originally began as a media resource for independent agents providing knowledge about the industry through publication of magazines and marketing pieces. This experience has led us to evolve into a brokerage able to customize and develop marketing ads and strategies for our top producers. Additionally, the Marketing Managers are available to keep agents up to speed on the latest carriers and products and help customize and coordinate marketing efforts.

 

Agents have access to:

	•	A dedicated Marketing Manager
	•	Online tools for Running Quotes and Illustrations
	•	Tools to access specific Carrier and Product details
	•	Advanced marketing support for large cases, planning, premium finance, etc.
	•	Access to Underwriters*
	•	Direct Access to Carrier support teams and marketers*

 

Case Managers/Status: From our case management staff, to the online case support tools, agents can rest assure that they will be provided the most up to date status on pending cases and new business. Brokers Alliance is dedicated to make sure your cases are paid and move through the appropriate channels with ease. This not only helps achieve top conversion, but also allows the agent to grow their business more rapidly.

 

Case support includes:

	•	Online Case Status in real-time feeds from the Insurance Carriers
	•	Automated Email Status updates
	•	Case Manager support on Life, Annuity and Life Settlement applications
	•	Direct Access to Carrier contacts for direct updates*
	•	Digital and Tele-Application solutions for ease of business

 

Licensing and Commissions: Let’s face it, there is a lot of paperwork and follow-up required to keep agent licensing and appointments organized and processed in a timely manner. Our experienced dedicated licensing and commission managers are prepared to help with carrier appointments and commissions.

	•	Dedicated licensing support for Carrier Appointments
	•	Status and follow up for Licensing requirements
	•	Status and follow up for commissions, overrides, and bonuses