Professional Advisors
Southeastern Brokerage Group is an Independent Marketing Organization that seeks to provide independent insurance and financial advisors the most competitive products, best service, training and support in the Carolinas. We offer world class service with a personalized touch while seeking to meet your individual needs as an Independent Insurance and/or Financial advisor. Our success as an organization is due to the depth of our relationships combined with years of experience, direct carrier contracts and strong strategic partnerships. Our aim is to provide you with the experience, networks and support to make your practice more successful than it already is. For over 30 years The Southeastern Insurance Group of companies has been delivering all of the above with professionalism, courtesy and enthusiasm.
As an advisor, you want several things from a brokerage agency:
- Competitive Products
- Training Opportunities
- Quick & Accurate Answers to your questions
- Back Office Support
- Access to in House Underwriters & Sales Support
- Courteous & Professional World Class Service
- Top Contracts
Check out our product portfolio and the resources that we have available for you and your clients. You will quickly find that we are on the leading edge of the insurance industry.
SEE THE TYPES OF
INSURANCE WE OFFER
With Southeastern Brokerage Group’s educational opportunities you will quickly become an expert in your field and perhaps even begin to explore new fields and open additional profit centers for your practice. And before you know it, the light bulb comes on and the plan comes together. Let us help you master the concepts and the products you are selling.
At Southeastern Brokerage Group we focus on only a few specific areas of the insurance benefits marketplace. We offer multiple carrier choices and product solutions within those specific areas so that you are in the best position to offer your clients objective solutions that fit their specific needs and budget. In addition to those specific product solutions we offer you the tools and the resources to unlock the true value of the product solutions that we offer. We offer you unparalleled service, support and knowledge to help you serve your clients.
- Webinar Training – On products, Current market trends, Industry News and other pertinent information concerning our products.
- On Demand Training Sessions – We provide you access to past learning sessions when you schedule permits simply by going online.
- Hagelman Barrie Long-Term Care Training– This producer education is based on the combined sales success of two industry leaders: Ron Hagelman and Margie Barrie. They have a proven track record and hands-on experience selling LTC and training agents to sell it in the individual and corporate markets. Contact us to access this powerful training.
- Lunch Club Meetings- Join us for periodic meetings over the lunch hour to discuss product updates and marketing concepts. You get a power packed hour of learning.
- Telephone Conference Support – Talk with our qualified market specialists who have extensive knowledge and sales expertise to answer your questions and clarify market concepts. You can also take our expertise with you on your sales calls to help you save time and expand your knowledge with your clients.
- Point of sale marketing materials you can send to your clients – We offer you outstanding company point of sale marketing materials to help you outline product solutions and concepts to you and your clients. We also offer generic educational pieces and prospecting letter for you to use in educating your existing clients, as well as, attracting new clients.
- Access to in- house underwriters – Access to a Medical Underwriter helps you field underwrite your prospects saving you time and insuring that your clients are in exactly the right product with exactly the right carrier.
- Financial Scenarios– The most visually powerful, simple to use, sophisticated long term care sales presentation software available today.
- Quoting Matrix for Life and Long-Term Care Insurance – It showcases the most competitive products that you are looking for with a few clicks of your mouse.
- Joint Selling Opportunities – You don’t have to see the whole sales staircase, you just have to take the first step in the sales process by starting the conversation, we can help you with the rest. This is especially true in the Long-Term Care Insurance market place where we can help you discuss the issues surrounding Long-Term Care planning with your clients. We stand ready to provide you with exactly the right amount of assistance that you are looking for from phone support to going out with you to meet with your clients. Partnering with those who know is an excellent way to gain more knowledge while continuing to serve your clients.
Getting your business enrolled as quickly and efficiently as possible takes the stress out of the process for you and greatly shortens the underwriting process. We offer some of the coolest enrollment technologies so that you can stay in the field doing what you do best.
- E-Apps – Go Paperless, E-sign, E-Submit. Get Paid Faster.
- Drop Ticket Apps – Submit the basic information to the carrier and the carrier will take it from there completing the medical on your clients. This saves you time.
- Smart Phone Apps – Online quoting services now available for your mobile devices.
- Online Forms – Applications, brochures and marketing pieces available to you with just the click of your mouse.
- Underwriting Status Reports – Track your new business through the pipeline 24/7 simply by logging in to your online account.
- Emailed Status Reports – Get real time, daily underwriting updates sent right to your email address so that you can stay informed on your business while taking action on outstanding underwriting requests.