On Your Team, Not Your Payroll
We are your Outsourced, In-House Solution for all Life, Health, and Financial Planning Back-Office and Front-Office needs.
So what does "On Your Team, Not Your Payroll" mean to you?
If you are a Financial Advisor, Wealth Manager,
P&C Broker, or CPA, it could mean a lot to you and your business!
Whether you are a Financial Advisor or Wealth Manager looking for someone to service and administrate the policy in post-sale, or you need an in-house solution that goes from pre-sale to delivery and whatever comes after... Equitas expedites case delivery time and elevates the client experience.
If you are a P&C Broker or CPA, Equitas ensures that your clients receive the White Glove and the Concierge Service of a fully staffed General Agency. We provide your office with the product knowledge, underwriting acumen, and staff needed to offer Life Insurance products with fiduciary guidance and the highest levels of service.
No matter what segment you fall into, we enable your office to offer clients the kind of service that retains relationships and builds your book of business.
We expand your profile and footprint by giving your firm the acumen and personnel to elevate your service offering, increase retention, and even add new revenue streams!
Equitas is creating a new space within the industry, turning it on its head with an emphasis on service and actually helping clients, not trying to sell them something! When you partner with us, we present ourselves as part of your organization, increasing your brand and expanding your sales and/or operational staff without the burden of employing a team full time to offer these expanded services.
The best part, we represent your business as a seamless part of your office! You get all of the advantages of a fully staffed team without the burden of additional staffing and payroll.
Are you a Financial Advisor or Wealth Manager?
Investment Advisors and Wealth Managers that are adept in presenting financial solutions to their clients and have a good understanding of Life Insurance products and advanced case design, utilize us to provide clients with outstanding service and a great customer experience. These partners take advantage of our concierge service wherein it directly relates to administration, servicing, requirements, and documentation. If you have a specific GA that you work with or need to go through your Broker Dealer, we are fine working within those confines. Our job is to escort the case through underwriting and case management with the carriers and generally making sure that all goes smoothly with application, requirements, and delivery, so your client has the most professional and pleasant experience possible.
Our backend solution helps get your cases closed efficiently and quickly, letting you focus on the bigger picture!
Are you a P&C Broker or Agency Owner?
Adding Life Insurance products to your P&C Agency's portfolio of services can be a vehicle to increased retention and client satisfaction, as well as adding a new revenue stream. P&C Insurance can be highly transactional, predominantly based on price, leaving little room for customer loyalty. However, Life Insurance enables your agency to offer a consultative service from a financial professional that has both product and planning acumen.
Our In-House/Outsourced platform for P&C Agencies allows you to offer a valuable consultative service to your clients, while building your brand and increasing your footprint in the marketplace.
At Equitas Brokerage we know that an increase in your Life Insurance business leads to an increase in overall business and retention. After a decade of helping P&C Agencies provide these services to their clients, we know that businesses succeed when everyone does what they do best!
Are you a CPA
Protecting client finances is in our DNA. If you had to build a team devoted to protecting a business client's exposure to risk, you would have a Wealth Manager, a P&C Broker, a Life Insurance Broker, and a CPA!
As a CPA, you are a vital part of the glue which holds this team together. Your client looks to you for not only professional, innovative, and creative management of their finances and tax returns, but also as a link to professionals that compliment and augment the services you offer.
In particular, our knowledge of Estate and Advanced Planning products, as well as innovative programs for high net-worth clients such as Premium Finance, enable us to help you provide a cohesive and all-encompassing strategy. These services and knowledge are invaluable to your business clients in particular.