What Sets Us Apart
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, now a Hull & Hull Company.
After running New Jerseys Life Office for Morstan for years, we have unparalleled experience 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! We know that you are really looking for someone to do Life Business in a way that adds value to your agency, we realize that you are not looking to change your core competence from P&C to Life - but rather add it to your Agency as smoothly as possible, maximizing results without taking you away from the day to day business of your Agency.
The Equitas Brokerage Group Team
Lisa Bali
Lead Case Manager
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Lisa is the oil that makes the machine run smoothly – From application inception to completion, Lisa makes the insurance process seem effortless for both Financial Professionals or the clients she assists.
Lisa’s Job is to see the process through from beginning to end as seamlessly as possible. Lisa’s background is in Banking, Insurance and Customer Service. Lisa has worked for companies such as Clal Insurance. Lisa is a world traveler, having lived in Japan for several years and has traveled extensively throughout Asia. Lisa is Fluent in Hebrew, English, and Japanese.
Michael Gottdank
Brokerage Director and
webEquity Creative Director
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For over 10 years Brokers and Clients alike have been turning to Michael Gottdank for his knowledge and guidance. Michael is a visionary and trailblazer who set out to change the world of insurance brokerage and he hasn’t looked back since.
He is the founder of the Equitas Group of companies which include Equitas Brokerage Group, Equitas Webequity, Equitas Underwriting, and Equitas Advisors. With a Marketing and Technology background, Michael Gottdank is bringing Life Insurance to the foreground for P&C Brokers.
Michael lived overseas for many years in Europe as an expat for several fortune 500 companies where he oversaw business development in the EMEA regions. Michael is fluent in French, Dutch, Hebrew, and English.
Jeff Caseres
Web Design (webEquity Team)
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Jeff leads our technical implementation team that is at the heart of The Equitas webEquity Insurance Marketing Platform. Jeff has a degree in Multimedia Design & Development and is proficient in HTML5, CSS3’, JavaScript, jQuery, PHP, Illustrator, Photoshop, Dreamweaver, Flash, Premier… and the list goes on. Jeff is fluent in English and Spanish.
Jennifer LaDell
Internal Underwriter
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With both Carrier Underwriting and MGA experience Jennifer is the source when it comes to our carrier underwriting partners.
Jennifer is one of the things that makes Equitas Brokerage Group stand out from other General Agencies, Jennifer takes the guesswork out of quoting complicated cases, which leads to better client interaction and satisfaction. More importantly, Jennifer is available to our brokers round the clock like the rest of the Equitas staff to “Make Life Happen” for your Agency.
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Agnes Grenci
Broker Support and
QA (webEquity Team)
Agnes comes with a background in software engineering and brings a wealth of efficiency and productivity in all she takes part in. Agnes is developing skill sets within not only web development but also the insurance industry in general. Agnes is a vital part of the day to day operations and works closely with the team members to add value to the Equitas affiliated brokers and agencies.
Agnes was with CA Technologies for over 20 years as a lead software and QA team lead.
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Monica Laurie, JD
Operations and Commissions
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With a J.D. Seton Hall University School of Law Monica heads up compliance and legal at Equitas and is a part of day to day operations.
Monica background in finance comes from her time at ABN Amaro Bank B.V. Where she served as legal counsel. Monica is fluent in English, French, and Dutch. Monica is also responsible for Carrier and Broker reconciliation.
Why we are like no other Life GA
Field Support
Concierge level support that enables you to grow your Life Business while still focusing on your P&C or Accounting core. The idea is to offer more services to your clients, increasing satisfaction and retention. We are here for you and your clients 7 days a week.
Field Support
Case Management
Supervision of all case activity with in-house underwriting ensures that your case is expedited with white glove treatment from case design to quote to delivery. We are not just throwing darts at a board, Job #1 is making you and your agency look great!
Case Management
E- Platform
E- Platform
We use state of the art technology that allows us and you to do everything via your desktop, including on-line Quote Forms, Electronic Signatures for Applications, Requirements, and Delivery. This means once you have submitted an application we do the rest via e-signature.
Fast-APPTM Platform
Fast-APPTM Platform
Life-Support enables you to hand off a client's Life Insurance needs in a simple one-page application - where we take over quoting and point of sale like an In-House Life Dept. The client is yours and we act as an extension of your Agency, we do the selling, application, REQS, and delivery for you. We do the work, you get paid!