We are an insurance operations firm offering administrative support at every level of the insurance hierarchy: the advisor level, the insurance marketing organization level, and the insurance carrier level. We have the capacity to provide you with fractional administrative support, temporary and full time staffing services, talent acquisition and training services tailored for the insurance operations sector.
Our team has decades of experience in the financial services industry, with a concentration in annuities and life insurance. Whether you need a fractional admin, someone to train your new hires, or a temporary admin for special projects, we have your administrative answer.
We offer competitive hourly rates and can customize our services to best fit you. Give us a buzz!
Here's What We Can Do
Fractional Administrative Services
We will plug ourselves into your practice/corporation as a fully functional team member, acting on your behalf with vendors, clients, and carriers. We complete Firelight and all eapps, answer client questions, and follow the applications through until they are inforce. We can support life insurance and annuity contracting and new business for fractional admin.
Insurance Operations Training
We have been training admins in insurance operations for almost 20 years. Why not take advantage of our experience and have us train your staff or new hires? We can cover annuity and life insurance new business, eapps, contracting and SureLC, licensure, and state trainings. We can also offer training in suitability review for annuities.
Temporary Staffing
If you have an employee going on leave, scheduled for surgery, or you just need an extra hand for a special project, we can plug right in and help keep things running smoothly during those challenging personnel times. We handle your contracting and new business processing with ease. Not to mention, we are "fluent" in SuranceBay from SureLC and we offer training on using that platform as well.
Full Time Staffing
If you want to skip the hassle of talent acquisition altogether, we can hire, train and transition your new hires over to you when they are fully trained and ready to go.
Here's Who We Can Help
Individual Advisors
We help you grow your practice or agency through fractional admin services. Simply pay us hourly to knock out your insurance eapps for you, act as your client liaison, and follow up on your cases until they are inforce and you get paid. If you need help hiring an assistant, we can help you find, hire and train someone to fit your practice.
Advisor Groups and Agencies
We are prepared to handle multiple agents simultaneously regarding administrative support. Not only that, but we can help you find your next operations hire and train them up, too! We offer one rate for training, staffing and fractional admin, so its easy to do business with us.
Insurance Marketing Organizations
Our CEO worked 12 years at a top IMO as VP of Operations before starting her own IMO, where she was partner and Chief Operating Officer for 6 years. We know IMO operations! Let a former IMO executive hire and train your operations staff and get them up to speed quickly and efficiently! We can also fill temporary staffing gaps or support you with our fractional admin service. Our hourly IMO rates cover everything all for the same rate, too.
Insurance Carriers
Yes! We have carrier clients and we have experience building up operationally at the carrier level. After quickly becoming the best in the industry at advisor and IMO support, we are delighted to be able to support carriers directly as well! Let us staff your operations teams, provide temporary staffing support, or use our fractional admin services.