Our life insurance carriers include:
|Legacy Insurance Services|
|Assurity Life Insurance|
We are always looking for ways to improve the value you receive as a partner of Vertical Vision.
We’ve partnered with Cavalier Associates to provide the best in life insurance providers to our agents.
Cavalier Associates will be providing all of the back office marketing, case management and post-issue service you need to continue to build out this important part of your practice.
Vertical Vision Life Team
Trained Marketing Assistants will help you develop your case and get you everything you need to write the business:
(powered by Cavalier Associates)
- Analyze your clients needs
- Recommend a solution
- Prepare all illustrations and sales materials
- Send you contracting paperwork and applications
A Cavalier Associates case manager tracks your case from the time you submit it until you get paid… And keeps you informed every step of the way:
- Order all requirements, including paramed exams and medical recordss
- Communicate with both you and the carrier to complete the case and get an offer as quickly as possible
- And, your case manager will keep you up to date with any status change, either on the Cavalier Associates website, or via e-mail.
- Our in-house underwriter will get involved, if necessary, to ensure that your client receives the most favorable offer possible
And, easiest to write term insurance!
- An online application process that eliminates the necessity for client signatures
- Reduces the completion time to a matter of minutes!
Our Product Partners