What we do
Share Our DI Expertise
We are ready to assist you every step of the way. Our DI specialists stay in tune with the ever-changing DI world, and help you grow your DI business with timely sales and marketing tips. We arm you with the knowledge you need to sell the plan to your client.
Simplify the DI Sales Process
Source Brokerage disability income specialists work one-on-one with you throughout the sales process, providing illustrations, point-of-sale assistance, sales tips, underwriting support, and in-force policy maintenance.
Open the Door to A Wide Array of DI Products
Our extensive portfolio of DI products opens the door to DI solutions for all your clients’ income protection needs, including individual disability income, physicians insurance, business owner products, retirement protection, and executive benefits.
Custom Executive Benefits Plans
Our DI specialists can assist you tailor plans to meet the unique life and disability insurance needs of executive groups of three or more with greatly discounted premiums.
Guarantee 24-hour Quote Turnaround
Source Brokerage provides FAST disability income quotes. We’ll help you seize every opportunity.
Offer Access to Exclusive Discounts
We have established carrier discounts in residency programs, hospitals, and associations that our brokers can access to provide the strongest DI products at the best prices.
Lead the paycheck protection discussion with a review of the most obvious fallback option–social security disability. It is a great way to open the individual disability income protection discussion with your client. Call the client or prospect and say, “I’d like to set an appointment to review your social security disability benefit in the event you becomeread more >>
Understanding the terms in a disability income (DI) policy is imperative to the DI sales process, yet, it can feel like you are learning a new language. A clear understanding of these terms insures you do not misinterpret or overlook important aspects of DI coverage for your clients.read more >>
Turn business owner trends into IDI opportunities Knowing what business owners value can help you meet their protection needs. Use the 2019 business owner survey to give you — and your clients — an inside look at how they feel about protecting their business, employees and income with individual disability insurance (IDI). Trend: Business protection ranksread more >>