resource brokerage presentation

26
Broker Focused…Technology Driven

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Resource Brokerage Overview

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Page 1: Resource Brokerage Presentation

Broker Focused…Technology Driven

Page 2: Resource Brokerage Presentation

Who Are We?

Page 3: Resource Brokerage Presentation

Who Are We?

Resource Brokerage is the Midwest’s leading brokerage general agency.

Page 4: Resource Brokerage Presentation

Who Are We?

We represent one of the only outlets that offer brokers a choice of...

Group Benefits

Individual Health

Life & Annuity

Long Term Care

Disablility Income

Page 5: Resource Brokerage Presentation

What We Offer Our Brokers

Page 6: Resource Brokerage Presentation

What We Offer Our Brokers

We deliver the finest services, support, products, education, technology, and

compensation to the independent broker.

Page 7: Resource Brokerage Presentation

What We Offer Our Brokers

Our Staff offers over 450 years of combined experience to assist you

through the sales process, from full back office support, to case management, to

on-going service.

Page 8: Resource Brokerage Presentation

What We Offer Our Brokers

Our staff has:

26 professional designations completed

11 professional designations in process

Page 9: Resource Brokerage Presentation

What We Offer Our Brokers

With over 50 carriers to choose from, you have access to the best companies and

products in the brokerage business, offering a range of choices available

nowhere else.

Page 10: Resource Brokerage Presentation

What We Offer Our Brokers

Our extensive use of technology only compliments the personal touch our staff

offers, with absolutely the latest in insurance technology working for you.

Page 11: Resource Brokerage Presentation

What We Offer Our Brokers

Our Guarantee

Our compensation is as good or better than anyone in the business and reflects our

belief that the broker is the most important customer.

Page 12: Resource Brokerage Presentation

Services Provided

Page 13: Resource Brokerage Presentation

Services Provided

24 hour turnaround

on most quotes

Page 14: Resource Brokerage Presentation

Services Provided

InsuranceLook.com™

our free broker website

Page 15: Resource Brokerage Presentation

Services Provided

Resourceful Words™

our broker newsletter

Page 16: Resource Brokerage Presentation

Services Provided

Resource University™

our broker seminars

Page 17: Resource Brokerage Presentation

Services Provided

Resource Rewards™

our broker referral program

Page 18: Resource Brokerage Presentation

Services Provided

Staff Training Available

Page 19: Resource Brokerage Presentation

Services Provided

And Much More!

Page 20: Resource Brokerage Presentation

Carriers We Offer

Page 21: Resource Brokerage Presentation

Carriers - Life

•Allianz•Aviva Life•American General•American National•Assurity Life•Banner Life•Fidelity Life Association•Fort Dearborn Life•Genworth Life•Guarantee Trust Life•Hartford•ING/Reliastar•John Hancock Life

•Liberty Life•Lincoln National•Mass Mutual•MetLife Investors•North American•Old Mutual Life•Presidential Life•Principal Life•Prudential•Transamerica•United of Omaha•West Coast Life•Western-Southern Life

Page 22: Resource Brokerage Presentation

Carriers - Annuity

•Allianz•Aviva Life•American General•American Equity Life•Americom Life•American National•Equitrust•Fort Dearborn Life

•Genworth Life•Investors Insurance•North American•Old Mutual Life•Standard Life of IN•United of Omaha•Transamerica

Page 23: Resource Brokerage Presentation

Carriers – Long Term Care

• Allianz • Genworth • Great American • John Hancock • Lincoln National Life Insurance • Loyal American • Mass Mutual • Metropolitan Life • Mutual of Omaha • Penn Treaty • Prudential

Page 24: Resource Brokerage Presentation

Carriers – Disability Income

• Assurity • Berkshire/Guardian • Fidelity Security • Illinois Mutual • Lloyd's • Mass Mutual • MetLife • Mutual of Omaha • Principal • Standard • Union Central

Page 25: Resource Brokerage Presentation

Carriers – Group Benefits

•Blue Cross and Blue Shield of Illinois•Humana•IAC•Starmark•Time/Assurant•Trustmark

•Allied

•AIG

•Ceridian COBRA

•Fort Dearborn Life

•Gap Insurance Products

•HRA Adminstration

•TASC Section 125

Page 26: Resource Brokerage Presentation

Carriers – Individual Health

•Blue Cross and Blue Shield of Illinois

•World Insurance

•Time/Assurant

•American National

•Destiny Health

•IAC

•Mutual of Omaha

•Assurant- Short Term

•Fidelity Security Life- Dental

•HPA- Short Term

•Intl. Medical Group (IMG)- Travel Medical Plans

•MedJet Assist Air Ambulance