For Brokers & Partners
Your Specialized Strike Team for DI and LTC.
Expand your revenue and protect your Book of Business. We handle the complex enrollments and state mandate tracking -- you keep the client.
Our Commitment to Brokers
Rules of Engagement
We built our model around one principle: brokers are the relationship owners. Period.
We Protect Your BOR.
We only do Disability and Long-Term Care. We will never compete for your core health, dental, or vision lines.
Zero Admin Burden.
We handle 100% of the carrier negotiations, custom microsite builds, and employee communications. You just make the introduction.
You Look Like the Hero.
We offer co-branded enrollment ecosystems. Your client gets a seamless, tech-enabled experience with your agency's stamp of approval.
How It Works
Three Steps to a New Revenue Line
The Strategy Call
We analyze your client's 1099 gaps or LTC tax liabilities and identify the right enrollment approach.
The Co-Branded Pitch
We provide you with the exact pitch kits and join your client presentation as your subject matter experts.
Frictionless Execution
We deploy our proprietary nudges and handle the entire rollout — from microsite to final enrollment confirmation.
Broker Enablement Hub
Stop Pitching From Memory.
Don't leave your deals to chance. Get access to our Broker Enablement Hub, featuring pre-built video briefings, 1-pagers, and State LTC tax trackers designed for you to forward directly to your clients.
Access Broker ToolkitsExecutive Briefings
Pre-built 1-pagers for CFOs and HR
LTC Tax Tracker
State mandate maps & opt-out guides
Pitch Kits
Client-ready decks and ROI reports
Co-Branded Assets
Enrollment microsites with your brand
Ready to Make Your Clients Stickier?
Let's discuss how we can partner on your next renewal or RFP
Schedule a Partner Sync