Why The Agents Advisor?

By working with The Agents Advisor LLC, insurance agents & advisors experience a high level of industry content, outstanding sales strategies, great product solutions, excellent marketing tools and top- notch training from industry leaders and the leading sources for pre-licensing, continuing education, professional designations & certifications.

Contracted insurance agents & advisors also receive these amenities from

The Agents Advisor LLC:

A Website with access to…

• Quoting Tools
• New Business Submission Tools & Links
• Pre-Licensing & Certification Training
• Educational Content via Advisor TV & Advisor Radio
• Continuing Education Credits
• Professional Designations
• Webinar, Workshop & Seminar access

The How to’s:

• Getting Licensed
• Forming an Agency
• Tax Help & Legal Services
• Building the Right Product Portfolio
• Recruiting & Training New Agents
• Business Development  & Revenue Building

Lead Programs

• Social Media, Radio & TV
• Direct Mail
• Pre-Set Appointments
• Direct Referrals
• Lead Lists
• Community Events
• Seminar Selling

Agency Builder Programs

• Branding
• Website & Social Media
• Marketing
• Advertising
• CRM tools
• Professional Designations
• Agent Recruiting & Training
• Strategic Planning & Revenue Growth Management
• Agency Lending & Financing
• Agency Succession Planning

Individual & Family Market

• Major Medical Insurance plans
• Health Insurance plans
• Individual MEC plans
• Dental & Vision plans
• Hospital Indemnity & Accident plans
• Cancer & Critical Illness plans
• Disability Income Insurance plans
• Medicare Disability plans
• HMA - Health Matching Account
• Medical Savings Account
• Health Savings Account
• Long Term Care 
• Life Insurance 
• Annuities
• College Planning
• Travel Medical Insurance
• International Health Insurance 

 Senior Market

• Medicare Supplements
• Medicare Advantage
• Part D drug plans
• Medicaid Medicare plans
• Special Needs Medicare plans
• Dental, Vision & Hearing plans
• Hospital Indemnity & Accident plans
• Cancer & Critical Illness plans
• Long Term Care & Short Term Care plans
• Final Expense Life Insurance plans
• Life Insurance 
• Annuities
• HMA - Health Matching Account
• Travel Medical Insurance
• International Health Insurance 

 Employer Group Market

• Group Major Medical Insurance plans
• Group MEC plans
• Group Dental & Vision plans
• Group Disability Income (STD & LTD) plans
• Group Life Insurance plans
• Ancillary Benefits
  • HMA - Medical Savings Accounts
  • Individual MEC plans
  • Voluntary Benefits
  • Hospital Indemnity
  • Accident
  • Cancer
  • Life Insurance
• Wellness Programs
• Travel Medical Insurance
• International Health Insurance 

Employer Group Plan Compliance

• Eligibility
• PPACA
• HIPAA
• COBRA
• Secondary Payor Rules

Employer Group Plan Administration

• Eligibility & Enrollment
• Benefits Communication
• QSEHRA Plans
• HRA/HSA Plans
• HMA - Health Matching Account
• Medical Savings Account
• Section 125/FSA/DCC Plans
• Benefits Integration Platform Tools
• Utilization & Data Analytics 

 Business Insurance

• Key Man Insurance
• Employee Retention plans
• Buy-Sell Agreement plans
• Business Overhead Expense plans

Life Insurance

Annuities

Financial Planning