Add Life

to your Agency!

Adding Life Products to your P&C Agency's portfolio of services can be a vehicle to increased retention and client satisfaction as well as adding new revenue…

We make sure your clients have the most satisfactory experience possible, making you look great comes second only to client satisfaction. 

We offer not only over 25 carriers to choose from, but also stellar case management and in-house underwriting. From start to finish our aim to make sure your clients have access to the best value and array of products as well as the most professional experience possible.  

A Grandfather's Lesson is our vow to Brokers

I learned a valuable Lesson from my Grandfather, Michael Silver, and yes I am his namesake. He came to this country with his wife, two children, and $20 in his pocket. He went on to eventually have his own business. 

He didn't have an MBA, he was just a store owner who counted revenue on a daily basis. As a matter of fact, he only completed the 5th grade when his father sent him out to help support the family. However, he taught me the most valuable lesson I have ever learned in business!

 

He would say, "Remember, FIRST, you make your customers... then and only then can you start to think about money! Give your customers the right service and they will stay with you forever!" 

 

Maybe you have been waiting for the right partner! Maybe you have been waiting for someone who understands that your clients are priority #1, whether it is $15 a month, or $15,000 a year in premium! Maybe you have been waiting for us to... 

On Your Team, Not Your Payroll

Your

In-House

 LifeTeam 

At Equitas Brokerage we know that in order to increase your Life business, we need to increase your value and business overall! We know that providing Life Products needs to be a source of added value for you and your agency and not a thorn in your side! 

We have been working with P&C Agencies for nearly a decade, providing the type of service that we know the P&C Industry demands. WE ARE A FULL SERVICE BROKERAGE from A to Z. 

This is why we offer Marketing, Branding, Advertising, and Lead Generation Services. 

As a matter of fact, we are the ONLY Life Brokerage General Agency that has their own Web Development and Branding Business Unit, Equitas webEquity

LEAP 

into Life!

We are here to back you up! Moreover, the service we can assist you in providing to your clients is an invaluable one they will thank you for. 

 

Take the Leap and increase retention while developing a new revenue stream.

Add Life To Your Agency!

What our Brokers are saying about us

Rebecca H.

Agency Manager  

Toms River, New Jersey

"Equitas, is like my built-in Life Division, they help us expand our product portfolio without increasing our costs or liability. Most importantly, Equitas adds value to our agency and treats our clients like gold! There is only upside for us, it's just another opportunity to service our clients and have them feel like they got the full attention they deserve!"  

 

Let us be

your Life Coach

At Equitas Brokerage Group we strategically develop Life Business for Non-Conventional Markets including P&C Brokers, Accounting Firms, Business Consultants, Investment Advisors, etc. 

 

We do this by combining our insurance knowledge and access to leading carriers with a marketing and technology acumen not found in the insurance industry.

 

Equitas is able to offer Marketing and Technology to our Brokers as well as great access to top Life Insurance Carriers and Markets, on-site best in class Case Management and in-house Underwriting.

 

For more on our website development and marketing- go to our webEquity Page.

 

 

We help Brokers develop their online presence as well as increased broker tools and applications to “Make Life Happen” for P&C Brokers and others whose core competence is not Life.

This enables them to broaden their core offering, Equitas is able to not only add a new revenue stream for our brokers but also increase client retention.

 

We are your in-house Life Broker if you want to focus on your core business only, and a great strategic partner for underwriting and processing if you are an experienced Life Broker. 

Who Are We

Born out of one of the nation’s leading P&C Wholesalers, Equitas Life Brokerage was started by Michael Gottdank, formerly a Regional Vice President of Agency Development and Marketing with Morstan General a Hull & Hull Company.


Because of the years of experience, we have in working with non-conventional Life Markets, specifically P&C Brokers we understand the challenges that these Brokers face and we are here to help!

 

First and foremost, we are independent like you! We are here to offer you not only the tools and assistance you need to "Make Life Happen" - but also a stable of over 25 Life carriers so you can always offer your clients the best value and choices to suit their needs. 

 

 

The Tools To Make It Happen!

At Equitas Brokerage Group we believe in providing you with the Tools and Service that enable you to develop a thriving Life Insurance business within your Agency. The wealth of Tools and Services we provide allows you to pivot from case to case and client to client, choosing how involved you wish to be on any Life or Health case.

 

Our scalable platform can enable you to have complete involvement from quoting to downloading your own applications and filling them out for submission. Or as many of our Brokers do, you can utilize our Fast App TM platform which allows you to hand the case off to us seamlessly for us to follow up on quotes filling out applications, retrieving all requirements, and policy delivery.     

 

 

Our Underwriters and Case Managers are with you every step of the way, regardless of the avenue you choose. 

The Equitas Brokerage Group Team

 
Lisa Bali

Lead Case Manager

Michael Gottdank

Brokerage Director and

webEquity Creative Director

Jeff Caseres

Web Design (webEquity Team)

Jennifer LaDell

Internal Underwriter

Agnes Grenci

Broker Support and

QA (webEquity Team)

 

Monica Laurie, JD

Operations and Commissions

Why we are like no other Life BGA

Field Support
Case Management
E- Platform
Fast-APPTM Platform
 

Contact

614 CRANBURY RD. PO BOX 69 EAST BRUNSWICK NJ, 08816-4056
 

Phone: (732)-898-3288 
Florida: (954)-778-1004 
Fax: (732)-898-3266 
Email: info@equitasbrokeragegroup.com

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    EQUITAS BROKERAGE GROUP

    614 CRANBURY RD. PO BOX 69

    EAST BRUNSWICK NJ, 08816 
    Phone: (732)-898-3288 
    Florida: (954)-778-1004 
    Fax: (732)-898-3266 
    info@equitasbrokeragegroup.com

    See what our Brokers say about us

    Private Client Financial Advisory - WWW.EQUITASADVISORS.COM

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