Our Services

Our approach is agent centric – by partnering with InsureTech Brokerage, you will get all the resources available to best serve your customers. Our experienced and dedicated professionals will help you achieve the desired sales and expand your practice. With us, you can be confident that we will help you get policies issued fast – simply guaranteed. We can provide you with wide range assistance – help with basic case illustrations (24h turnaround), to advanced sales & marketing concepts and underwriting. InsureTech Brokerage will also handle your ordering exams, applications, and case status reports.

We’ve created a framework to work with a number of different insurance carriers in the easiest way possible. Simply fill one form, and rest assured, we will take care of all of your paperwork from there. We’ve got you covered in any situation.


  • Up to date spreadsheets showing all companies and rates
  • Expertise, design and support over fixed & indexed annuities

Life Insurance

  • Compare competitor monthly interest rates – compares policy interest rates and changes of 20+ companies over the past year
  • Side by Side Comparisons.
  • Head to Head Comparisons across different parameters

Underwriting Support

  • Along with our independent underwriters, we can share case information among all our partnering carriers

Business Planning

Expertise and support in all areas of planning, but not limited to:

  • Succession Planning
  • Planning Techniques
  • Buy/Sell
  • Key Person
  • Executive Compensation
  • Business Owner Exit Strategies
  • Technical Documents Summaries

Estate Analysis and Planning

Expertise and support in all areas of planning, but not limited to:

  • Trust and Will Review
  • Wealth Preservation Techniques
  • Financial Modeling
  • Charitable Planning
  • Generation Skipping

Licensing and Appointments

We provide and expedite all paperwork in-house.

  • Send producers pre-populated required licensing paperwork
  • Proof and submit producer paperwork to carriers
  • Track and expedite

Comprehensive/Competitive Illustration Design and Support

  • Life
  • Disability
  • Long Term Care
  • Annuities

In-House Case Management

Upon receipt of application we will then:

  • enter all data
  • order medicals
  • track progress
  • send out weekly case status updates
  • pursue best possible offers

Our responsibility continues through until all the policy delivery requirements have been completed.

Sales and Marketing Ideas and Concepts

  • Emails-“Quick Hits”
  • Sales Meetings
  • Advanced Sales
  • Creative Strategies

National Design Team

This team is comprised of several JD LLM’s

Legal Document Review

  • Trusts and Wills
  • Buy/Sell Agreements