Insurance experts who are up to the task

We may not sit in your office, but we’re dedicated to your business. Don’t want to fill in an application? Consider it done. Need help getting contracted or checking on the status of a policy? You’re covered. We’re more than administrators, we’re innovators. It’s our business to help your business thrive.

Ash brokerage retirement income consultants
Regional Sales Support
Be a concept-driven advisor

We won’t push a product and a payout. Our field sales team will come to you – in person or virtually – to help uncover opportunities. Develop solutions. Start genuine conversations with your clients.

With more than 50 individuals across the country, we’ll match you to sales support consultants in your region for protection products and retirement solutions. From there, you can put them to the test, and watch your business boom.

Ash brokerage consultants on case design
Case Design
Get it right the first time

Designing the right proposal shouldn’t always start with a quote request form. For each insurance solution, your case design consultants are your go-to product experts. Of course, they’ll provide timely and accurate quotes. But each individual is trained in competitive analysis, helping create illustrations that fit your clients right from the start.

Backed by data. Fueled by personal experience. They’ll give you:

  • Case-specific design supported by our advanced data model
  • Personalized illustrations, modeling and presentations
  • Pre-underwriting support to get the quote right the first time
  • Sales assistance, including point-of-sale support when necessary
I have a client – let’s go!

We’re ready. You’re ready. Let’s skip the long quote request form and design something to fit your client’s custom needs.

Ash advisor working on application
App Fulfillment
We make the app the easy part

Don’t let the insurance application process be an excuse not to get your clients coverage. You don’t have to be concerned with collecting the right forms, for the right states, with the right information. Through proprietary systems, our team can help gather and submit everything electronically. Or, with our concierge-level service, Ash Plus, we’ll contact your client directly to handle all hassle – from application to final delivery.

Above and beyond

You went above and beyond. After receiving the quotes that I requested, I responded back via email with questions and the case designer called me to explain. She was on the phone with me for a while as I continued to ask questions and did a great job explaining the benefits. I am looking forward to selling more policies with the Ash team!

Kassandra Moore Benefits Manager
Kassandra Moore
Personal Lines Processor, Select Underwriters
Preeminent client service

I would like very much to brag about my Ash team. They care as much about my business and my clients as I do, which is saying a lot. You continue to provide me with preeminent client service which helps me to serve and support my client base to grow my business.

Bruce Cooper Financial Advisor
Bruce Cooper
Registered Representative, New York Life
Always exceptional

Always super prompt. Always helpful. Always exceptionally speedy answering my questions and lending me any support I need.

Tim Carlson Financial Advisor
Timothy M. Carlson
Financial Advisor, WESTconsin Investment Advisors
I’m not quite ready – but let’s talk

We look forward to earning your business – and your trust.

Ash Underwriting Team in Continuing Education Session Ash Brokerage Case Management Smiling
Case Management & Underwriting
Bold advocates for your clients’ best interests

Dig beyond impairments to create a story that positions your clients for the best outcome. In every case, we see opportunities, not obstacles. It’s why we have some of the highest placement ratios in the industry. And why you need us on your side.

Case management icon
Case Management

Your case manager will guide you from application through delivery, with a focus on speed, accuracy and communication at every step. Combining our custom-built software with a passion to win, they’re your secret weapon to success.

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Underwriting

When unexpected health or financial situations arise, you’ll be backed by an underwriting team that’s larger than most brokerages. With an on-staff medical director and strong relationships with insurance carrier partners, they’ll turn potential disruptions into competitive advantages.

Advisor Portal
Manage your business, your way

Technology is only an enhancement – never a replacement – to your caring support team. For the do-it-yourselfer, the Ash Advisor Portal is your primary access point to serve your clients and run your business.

Online Contracting

After initial setup, complete the insurance carrier contracting process at the click of a button.

Dynamic Reporting

View your entire case history and run custom reports to keep your business up-to-date.

Commission Statements

Search the individual EFT records that have been paid to you directly by Ash Brokerage.

Review Opportunities

With every custom quote and illustration logged, it’s like a mini CRM for your clients.

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