Ease of Process | Concorde Insurance Agency
Concorde Investment Services
1120 East Long Lake Road Suite 100
Troy, MI 48085 48075
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Ease of Process

Insurance Carrier Contracts 

Ease of ProcessConcorde Insurance Agency provides an easy process to access hundreds of insurance carrier contracts to make sure we are providing suitable solutions from highly rated carriers with cost-effective products.

Case Design

Our expertise allows us to craft a solution that best meets your client’s needs and their budget across mulitple lines of business: Life Insurance, Premium Financing, Annuity, Disability, LTCi, Group Insurance, and Captive Insurance Agencies. Templates are available to gather the right information in areas you may not often delve into, such as small-business owner planning.

Illustration Support

We will survey all approved insurance carriers to find top-of-class solutions with illustrations for your client. Need assistance choosing the right product or illustration? We’re here to help with that selection process, too.

Not sure which rate class to illustrate? Talk with Alpine Brokerage’s on-staff underwriter to obtain an estimate of insurability, as well as which carrier will understand your client’s health concerns.

E-submittal of Applications 

Alpine offers paperless, no “wet signature,” electronic applications to make sure the application is always In Good Order (IGO) and can shave one week off the processing time.

Online Case Inventory Management 

You’ll have access to all of your cases in underwriting, even all of your sub-agents, through an online portal. This is kept updated in real time; you’ll have access to the underwriter’s notes and can communicate through the portal to update outstanding requirements.
 

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