Our Life and Health operation is a partnership with RetireCo, a national wholesaler and insurance marketing firm.
RetireCo's producer focused service and carrier offerings are unique in the industry. We think this partnership will provide you with new ways to leverage your relationships and grow your agency.
If you are not licensed for Life and Health, RetireCo will pay a fee for qualified leads.
Tools & Services Available
|E-mail (1 User account)|
|Commercial Rating (2 Included)|
|Personal Rating (2 Included)|
|Accounting & Document Handling|
|Monthly Access Fee $200|
|Additional Tools & Services|
|Service Available||Monthly Fee|
|Email (per user)||$10|
|Phone - includes VOIP Phone||$15|
|Leads 2.0 - Rating from your agency web site||$50|
|Web Site Hosting - Per Site Hosted||$35|
|Management System - Vertafore Sagitta||$200|
If you are growing your book and starting to get bogged down with service requests and other non-revenue generating tasks, you can hire staff to assist. Or, with InsureZone Direct you have two options that would be far less costly.
If you let InsureZone do the servicing, you avoid dealing all of the hassles hiring, training, and retaining the people needed to keep your agency growing.
Staying abreast of industry fluctuations, market changes and national news, we provide our agents with the most critical details. We’re taking care of the small stuff, so you can focus on serving your Client’s needs.
New agency producers, agents and CSRs will be enrolled in our orientation training program, and are provided ongoing training from our staff and carrier representatives on a regular basis.
We offer marketing consultations and support as requested based upon agency productivity. While your agency is operating independent of any hard and fast expectations, we do offer the support and insight of experienced insurance professionals. Providing industry knowledge and sales assistance to our growing agencies is at the core of building our businesses together. We’re here when you need us!