Partner Portal

Our Product Toolbox

Agents and advisors, here is some information on your partner portal tools.

Life, Health, & Annuities

We provide insurance marketing support and financial services products that are differentiated through the ability to have your small business taken care of by a live, technology-enriched environment.

Impact Meetings
Impact Meetings help businesses find and develop new clientele, as well as taking your existing client planning to a whole new level. Our team of experts will work with you one-on-one through technology-based meetings to create customized solutions that will help your business reach its maximum potential. With Impact Meetings, you can rest assured that your business is in good hands.

Mark VanVoorhees is the divisional product leader for this segment. He has 30 years experience in estate planning and is recognized nationally as an expert in his field. Mark was most recently the program director for the Chartered Financial Planner program at Central Michigan University.

Property & Casualty

Property and Casualty Insurance is a comprehensive insurance solution for businesses of all sizes. Our 24 programs offer tailored coverage for a wide range of industries, including professional services, financial services, small business, and cannabis. With in-house underwriting and brokerage capabilities, we can provide you with the leading products and services you need to protect your clients’ business.

Chris Gilbert is the divisional product leader for this segment. He has 20 years experience in developing and implementing specialty insurance solutions. Chris is CEO of SIPG group of companies and has been responsible for the development and implementation of all group programs and service teams

Education

We’re an industry-leading financial services provider that offers marketing, compliance, and product support for a wide range of financial products. We offer market compliance and product support for financial products and client relationship support. Once you are registered and contracted with our financial services products, you will have access to all of our services in the login area. You will start with an impact meeting to help you get started on the path to success. This is a service you can call upon at any time during your book development process.

Tools

Compare ratings and case development tracking for financial services products
Get live online support for insurance applications
Easily find the right product with our searchable insurance database
Digital CRM for financial services products
Licensing renewal support
Training on specific products and business segments

Benefits

Benefits Advantage Solutions

We are a collaborative broker with the mission of differentiating producers from the competition through the introduction of new and innovative programs while providing the tools, knowledge, and support necessary to expand and protect their business.

Strategy

Sales

Service

Your Benefit Advisor is supported by Benefits Counsel and panel experts offering years of invaluable experience, spearheading innovations in an evolving industry

Our team supports you with sales strategies and guidance to see new business, including direct assistance with large group opportunities.

Your Benefit Advisory Team provides reliable day-to day support as a dependable resource for carrier and product knowledge to help you install, service and renew your accounts

Advanced Planning

Planning Assistance for Advanced Planning

Life Settlement Services

Deferred Sales Trusts

Case Settlement Agreements

Private Placement Life Insurance & Captive Insurance Companies

Planned Giving

Advanced Sales Training

Automations

Clean and Simple 401k plan oversight

Benefits Plan Administration

Employee Engagement

ACA Compliance & Service

Welcome to the Partner Portal

Our Product Toolbox

Property & Casualty Programs

Green Rock Insurance

Where We Work

Get a quote now.

Welcome to the Partner Portal

Login to your account

Our Product Toolbox

Property & Casualty Programs

Green Rock Insurance

Where We Work

Get a quote now.