Source Brokerage can help brokers sell more disability insurance (DI) by offering tools, support, and expertise that streamline the sales process and increase client conversion. Here’s how:
1. Access to Top Carriers
Source Brokerage partners with leading disability insurance providers, giving brokers access to a range of high-quality products. This allows brokers to:
- Offer competitive, customizable solutions.
- Match clients with the best-fit policy.
- Provide options with strong underwriting flexibility.
2. Expert Case Design & Pre-Underwriting
They assist with case design and pre-underwriting, which helps brokers:
- Identify the most insurable clients.
- Anticipate underwriting challenges early.
- Design policies that align with client budgets and needs.
3. Sales Coaching & Marketing Support
Source Brokerage provides sales support, including:
- Training and coaching on how to position DI effectively (especially to professionals, business owners, and high-income earners).
5. Application & Underwriting Support
They manage the application process and assist through underwriting, helping to:
- Minimize delays and paperwork errors.
- Navigate requirements and follow-ups.
- Improve placement ratios and turnaround time.
6. Advanced Market Opportunities
Source Brokerage also supports sales in niche markets like:
- Business Overhead Expense (BOE) insurance.
- Buy-Sell DI.
- Key Person DI.
These products allow brokers to grow beyond traditional individual DI policies.
Ready to get started? Learn more about marketing and selling DI, Contact Steve Crowe at ext. 222 or request a quote.
