If you are a licensed agent thinking about transferring to a new AGA/MGA

What is your current situation?  Are you concerned about production quotas?  What support and services would enable you to become a better advisor?

Please give us the opportunity to listen to you and we promise not to judge you.

 

If you are a licensed agent and received a termination letter/email from your MGA stating:

“Like all businesses, we regularly evaluate the direction and strategies of our business as well as our operating model. As part of these efforts, we are also reviewing our
existing advisor relationships. As a result of this review, we’ve made the decision to terminate your contract with __as of __ (the “Termination Date”). Consequently, __ will not accept any further business effective 30 days from the date of this letter.”

We understand how angry, frustrated and disappointed you may feel.  Let’s discuss how we can assist you to build and grow your practice.

 

If you are a licensed agent but do not have access to an insurer to meet your client’s needs

Does your client’s situation and contractual obligations, limit your access in finding a solution to meet their needs?

We respect your relationship with your client. The client’s best interest will remain the first priority.  We will find options for your client while supporting your role as their trusted advisor. Let’s discuss how we can work together, similar to how a family doctor refers their patients to a specialist.

 

If you are a new advisor or thinking about an opportunity

Whether you are a recent graduate, new immigrant or seeking a career change – let us show you what options might we available.