Policy Marketing

Our primary objective is to solicit, negotiate and secure the best and highest offer for your policy. To do this we market your policy to the largest group of active buyers possible, all of whom we have been selling policies to for over two decades. We know their parameters and preferences, their processes and procedures and, most importantly, their people – and they know us. These relationships enable us to aggressively advocate for your policy and its value. Also, because they know we understand the value of your case before we submit it to them, our ability to negotiate on your behalf for better prices and terms is second to none.

Throughout the marketing phase, we are in constant contact with you to provide you with actionable feedback and strategic insights. This empowers you to make rational decisions and keep the process moving. In addition, we are there to support your efforts to advise and represent your client. Remember, we are your fiduciary and thus, our sole obligation is to you and your client.

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