Source Brokerage
Source Brokerage is a leading resource for disability income insurance and education in North America. Our team of professionals are dedicated to providing exceptional service and expertise, with a focus on educating insurance agents as well as their clients so that they can make critical decisions about their own disability insurance.
ABOUT US
Source Brokerage has been providing clients with exceptional disability insurance products and services since 1992. Through its longstanding relationships with many of the best insurance carriers in the industry, Source Brokerage can ensure that clients have the right coverage at the best possible price.
OUR SERVICES
BUILDING A BUSINESS PLAN
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STRATEGY AND OPERATION
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IMPROVING PROCESSES
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WHO WE ARE
We are a team of experienced professional insurance experts who are passionate about helping you navigate the complex world of disability insurance. With years of industry knowledge, we are well-equipped to guide you through the process of selecting the right coverage that suits your client's unique needs.
WHAT SETS US APART
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Expertise: Our deep understanding of disability insurance enables us to provide tailored recommendations that align with your client's specific situation.
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Personalized Approach: We recognize that each individual's circumstances are distinct. Our approach is personalized, ensuring that you receive the attention and solutions that you and your client truly need.
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Transparency: We believe in open communication and transparency. Our team will explain policy details, terms, and conditions in clear language, so you can make informed decisions.
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Diverse Options: We offer a range of disability insurance plans from reputable providers, giving you the flexibility to choose a plan that fits your preferences and budget.
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Agent and Client-Centric Focus: Your satisfaction is our priority. From initial consultation to ongoing support, we are committed to providing a seamless experience.
OUR SERVICES
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Consultation: Our experts will work closely with you to assess your client's current situation and goals, guiding you towards the most suitable disability insurance options.
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Policy Selection: With a variety of plans available, we'll help you compare and choose the policy that offers the right coverage and benefits for your needs.
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Application Assistance: Navigating the application process can be daunting. We'll provide guidance and support to ensure your application is completed accurately and efficiently.
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Underwriting Process Assistance: A case manager will be assigned to your case from the moment you send us the application until policy issue. Any questions or concerns you may have, we will be here to help.
Ready to secure your client's financial future with reliable disability insurance? Reach out to us today for a personalized consultation.