FAQs

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There are three major factors that separate us form all other insurance agencies. 

1.  We have exclusive deals with insurance companies that allow us to get you insurance within 5 minutes & without medical exams. 
2. We invest heavily in technologies that help our agents spend all of their time in front of clients allowing us to provide world class service.
3. We've build the first true client service team. Any client can call in to our HQ and easily get answers to their questions. 

By creating innovative software we have been able to get ahead of any other agency. Our software named Mia (My Intelligent Advisor), was designed to be able to work with a variety of mortgage companies from small to large, from originators to servers & everything in between. Because Mia is an A.I robo-advisor we are able to instantly input any amount of mortgage clients into her systems. We can work with mortgage companies that have 5,000 clients to ones that have 11,000,000 clients. 

We work with a number of different insurance carriers which include; John Hancock, Banner, AIG,  North American, Mutual Of Omaha, Prudential, Protective, & National Life. Most of the conversations we have with clients of mortgage companies are centered around life & disability insurance. However we have the ability to do almost any type of planning for our clients when necessary. We focus on woking with insurance companies who have been around for 100 plus years.

Our legal team at Locke Lord have worked through every possible legal concern and compliance issue. We have worked with the CFPB and dealt with all issues relating to RESPA. We are more than happy to provide you and your company with all legal documentation for your edification. 

From every policy we sell we take a portion of our proceeds and donate to national charities focused on helping to house homeless youth. For every mortgage company we partner with we donate to their charity as well. 

We have the CEO of one of the largest data security firms on our board of directors over-seeing our security.
Data security is the most important part of all security measures at our company. We have taken the necessary steps to ensure our systems are secure.