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Our Services
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AppointEase
Helping You to Grow Intelligently
AppointEase is our central repository for all your appointment and contracting information. Enroll with AppointEase just once, and then no matter which insurance carrier and state of issue, we'll be able to process your future appointments with very little, if any, paperwork from you at all.
AppEase
Web, Mobile, Social Media
AppEase™ is the fastest and easiest way to complete a life insurance application. You can use the AppEase™ one page application request form every time you wish to write a life insurance product, for every carrier, every product in any state!
Client Policy Review
An objective audit of your client's insurance portfolio
When was the last time you reviewed your client's risk portfolio for appropriateness and tax efficiency? If you answer isn't “at our last client meeting”, your clients need CPR (Client Policy Review). Life insurance is an asset and needs to be viewed as such.
Events Calendar
iOS, Android, Web
Check this section regularly for upcoming seminars, webinars and other upcoming training and education events. Whether you are an experienced producer or new to insurance this is a great opportunity for you to sharpen your skills.
Other Staff
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Natasha Spence
Senior Concierge Case ManagerNatasha has more than 14 years as a concierge case manager that includes large case underwriting and office management.
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Ben Koplan CLU, ChFC
PrincipalWith over 30 years of insurance experience, Ben is a well-respected leader, speaker and senior consultant in the brokerage market.
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Ron Ross, CLU, ChFC
Advanced Marketing and SalesRon has more than 30 years of insurance experience assisting agents with wholesale and retail sales concepts.
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