To the best extent possible, we’ll match our coverage model to fit your geographical footprint. This provides consistency within any given territory, allowing your advisors to build stronger relationships with our support teams – and vice versa.
While literally anyone within Ash Brokerage could access your advisors’ information and provide assistance, having a dedicated team increases your advisors’ willingness to continue engaging with their clients to place insurance products.
You’ll have everything you need to track and run your business – likely before you ask for it. Provided on the schedule you determine, our standard automated reports include:
- Submitted New Business
- Paid Business
- Pending New Business
Of course, that’s just the start. Our Advisor Portal allows you to search through real-time data by institution, region or advisor. Or work with our IT team to create a customized report that tracks year-over-year production. Need something else?
Our Producer Services team handles all contracting and licensing, both organizationally and at the advisor level. When it’s time to get paid, they’ll process commissions electronically as outlined in your service agreement.
Whether you’re looking to check on status for compliance reviews or have a question about our automated online licensing system, they’re your people. And if something isn’t working along the way, or you don’t know who else to call, start with Producer Services.
Not all partners have the scope to create professional-quality marketing materials. With an in-house marketing team covering all areas of the creative and distribution process, we can customize content to meet your specifications and compliance guidelines.
Whether that means filtering products on our Advisor Portal, shooting and editing video, custom print or email pieces, or co-branding key pieces, our team is ready to help get the right content distributed within your network.