Ease of Process

Case Design

While everyone has access to product in some way, Concorde Insurance Agency offers 26 years of industry experience in case design to help you craft a unique solution that best meets your clients’ needs and budget.

Our available templates gather accurate information in areas your practice may not often delve into, such as small-business owner planning.

Insurance Carrier Contracts

Concorde provides an easy process to access hundreds of insurance carrier contracts to ensure we are providing suitable solutions from highly rated companies with cost-effective products.

Illustration Support

Concorde Insurance Agency will survey all approved insurance carriers to find best-in-class solutions with illustrations for your client. We assist our financial professionals in selecting the right product or illustration for each particular need.

If you’re not sure which rate class to illustrate, Alpine Brokerage – our BGA – will provide an on-staff underwriter to obtain an estimate of insurability, as well as which carrier will understand your client’s health concerns.

eSubmittal of Applications

Alpine Brokerage Services offers paperless electronic applications to ensure the application is always in Good Order (IGO) and can shave an average of one week off the processing time.

Online Case Inventory Management

Case inventory management representatives have access to all their cases in underwriting – including all sub-agents – through an online portal that is updated in real time. You’ll even have access to the underwriter’s notes and can communicate through the portal to update outstanding requirements.

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