PIPAC LIFE Brokerage offers over 50 top life, annuities, long term care, and disability carriers in the financial services industry. Our in-house team is ready to provide solutions for your cases with “Positively Outrageous Service.”
Quality Assurance
PIPAC LIFE Brokerage reviews all applications thoroughly making sure all information and signatures are correct. Your case manager will order all requirements necessary to complete the underwriting process and follow through making sure all of the requirements are met.
Product Knowledge
PIPAC LIFE Brokerage has over 100 years of combined experience to help develop the right solutions to meet your client’s financial expectations. Our staff will help you with quoting, product information and training, and will make sure you have the necessary forms, brochures and applications which make your job of closing the sale easy.
Service Excellence
There is no need to look anywhere else -- PIPAC LIFE Brokerage's staff is here to assist you with any of your client’s financial needs, whether it’s questions on in-force policies, assistance in developing the right product solutions for your clients, helping you with claims, or advanced underwriting solutions for your high net worth business or personal clients.
Case Management (underwriting)
Our agents do what they do best, SELL and PIPAC LIFE Brokerage does the rest! PIPAC LIFE Brokerage is proud to be the back office for our agents. Our dedicated case managers provide the following:
Scrub applications – We make sure the right forms for the right states are used. We make sure all the information is correct, signatures are correct and work with you to gather any information prior to sending applications to the underwriter.
Order all requirements – We order parameds and any other requirements our underwriters need to evaluate the risk. If an APS (attending physician statement) is requested we order and follow up to ensure the underwriter has received all the required information.
Follow up on all outstanding requirements – We work side by side with the carriers to ensure all outstanding requirements are delivered to the underwriter in a timely matter.
Liaison with underwriters – We are the conduit between the agent, client and the underwriter.
Weekly status reports – Each week we provide our agents up to the minute status on each and every case they have in underwriting.
Policy delivery requirements – We make sure the policy is issued correctly, the delivery requirements are easy to understand and a return self addressed stamped envelope is provided to deliver the requirements back to us.
Follow-up – Our dedicated case managers never leave your side. No matter what is needed in the future, they are here to help!
Agent Education
PIPAC LIFE Brokerage’s licensed and trained team are here to guide and assist you. We provide ongoing education designed to meet all the required courses needed to sell life, long term care, annuities and disability. We provide product and concept selling seminars, webinars and company sponsored meetings designed to arm you with the necessary knowledge to meet all your client’s needs.
Planning for the Future
Competition among insurance carriers is constantly bringing new plans with innovative solutions to meet the changing dynamics of the financial industry. We pride ourselves in making sure you are armed with the most competitive product portfolio to meet all your client’s ever changing financial needs.
PIPAC LIFE Brokerage believes the relationship with our producers is most important. We take pride in offering top commission payouts to our producers. Our valued agents receive E&O protection for any business written through PIPAC LIFE Brokerage.
We make LIFE easy…call us today at 866.452.3670 or email sales@pipaclife.com .
