Our expertise ranges from direct response marketing to underwriting and we have a wide range of clients and brokers who look to us to help them meet their product needs.

Bank/Credit Unions/Brokers

We serve the financial institution market with direct response marketing programs of both insurance and financial protection products. Whether the goal is revenue generation or customer loyalty, we work with banks and credit unions of all sizes to develop products and programs that work for their customer base.


We have many years of experience in the Association-Affinity Marketplace.  We develop creative solutions for professional, trade, and other affinity organizations, offer access to multiple insurance carriers and provide comprehensive administration services through our Third Party Administrator.


Our agency provides access to an extensive list of Special Risk and Brochure Line Products.  Our diverse product and service selection allows us to custom build a program to meet any and all eligible group needs. We thrive on the “hard to place” cases!