Explore the Trust
Partnership program

Are you ready to ignite your growth?

The Trust Partnership program allows you to leverage our relationships, resources and talent.

Technology

Technology

E-Signatures make submissions and policy delivery simple, easy, and FAST

  • Technology compliant/encryption and overall security monitoring Full-service website
  • Carrier Matrix – one of a kind in the industry- First BGA to provide this dynamic tool
  • E-Signatures and DocuSign – Electronic capabilities from application submission to policy delivery
Case Design

Case Design

Helping you find the RIGHT Product and Carrier for your client FAST

  • Comprehensive, Proprietary Underwriting
  • Advanced Case Design Support
  • Policy Review
  • Competitive analysis data
  • Premium Finance Support
  • Life Settlement Services
Business Development

Business Development

Newsletters with information that keep you a step ahead of the Competition

  • Application Fulfillment
  • Business Coaching Services
  • Weekly newsletters
  • Webinars
  • Case studies
  • Quarterly check-in calls to support our mutual growth plan
Marketing

Marketing

Professional, Personalized marketing material to help you look your best

  • Monthly sales ideas to help you prospect and sell
  • Personalized marketing material
Networking

Networking

Events and webinars give you access to industry specialists that provide new and innovative ideas

  • Exclusive events and webinars
  • Access to our circle of industry specialists and thought leaders