More engagement. More opportunities.

Streamline your in-force policy management process! Through our technology platform and dedicated specialists, we handle the heavy lifting. You'll get personalized reports filled with essential insights to help you explore hidden growth opportunities and optimize connections for future growth.

Proactive Notifications

Receive personalized outreach opportunities for new sales, lost cases to reopen and important educational client touchpoints sent right to your email.

Marketing Templates

Access sample correspondence we’ve created to help you easily share opportunities with your clients.

Book of Business Reporting

Current data on life and annuity policies, and historical sold business details for LTC, Linked Benefit and Medicare lines of business.

Enhanced Client Contact Information

Haven’t connected with a former client in a few years? No worries! Our robust database includes current contact details to help you get in front of your clients again.

Get started exploring opportunities within your book of business today!

Let us help make reviewing your existing book of business easy. Email us to request a book of business report to begin!

Discover powerful in-force resources

We'll review your book of business to identify cross-sale opportunities or determine possible solutions for policies that could be under lapse or overperforming, then connect you with our specialized teams to help you provide world-class service.

Life audit process ill
Ash Life Audit

Provide clients confidence in their coverage. Check out our permanent life insurance review process

Ash AN Audit
Ash Annuity Audit

Make sure in-force annuities still align with current needs. Our annuity audit process can help.

Policy Owner Services
Policy Owner Services

Let our team make it easy to service placed policies with post-issue policy changes.

Frequently Asked Questions
What kind of sales opportunities can your team find for me?

We create and connect with advisors on outreach campaigns in three subsets:

New Sales Opportunities: Including term conversions, end of level term tracking, policies that may benefit from an Ash Life Audit review, loan rescue tracking, multi-product line solutions and more.

Revisiting Lost Opportunities: Including postponed cases, accessing outstanding commission bonuses on specific products, working with carrier partners for outside-the-box solutions and more.

Educational Touchpoints: Including estate tax planning, product-specific client benefits, supreme court decisions impacting our industry and more.

How can I get a book of business report of my policies written through Ash Brokerage?

We’re happy to provide this for you. Please email our team at inforcesalesmanagement@ashbrokerage.com. Let us know which lines of business (or all of them) you’d like included. The reporting will be emailed back to you in an Excel spreadsheet. This will include updated policy values and information on tracked life insurance and annuity policies written through Ash Brokerage. All other lines of business will include a record of policies sold without current policy updates.

I can’t get in touch with my client. Do you have any updated contact information?

Please send us an email at Inforcesalesmanagement@ashbrokerage.com . We can use our up-to-date database to find the most recent contact details for your client. Please note that we can only provide this service for former and existing clients, not for new potential marketing outreach efforts.

Can you help me find opportunities inside my non-Ash book of business?

Absolutely, we’re here to support you in mining all your placed business! To begin, download and look at this guide to see the information we need to help.

I want to reach out to my client on an opportunity. Do you have any resources to help?

Send us an email at Inforcesalesmanagement@ashbrokerage.com with the type of outreach you’re looking to do. We are continuously updating our email marketing templates and will gladly share the most updated versions with you. You may then customize it to your liking and use it to connect with your clients.

Can you help me with a term conversion?

Please see our resource guide on term conversions. We can help you process a term conversion even if you didn’t write the original term policy. Conversion allows the insured to purchase a permanent insurance policy without having to go back through medical underwriting.

I’m looking for information on a specific in-force policy, where can I request this?

Send us an email at inforcesalesmanagement@ashbrokerage.com . If we have this policy on our in-force data feeds, we will share those details with you. If we don’t have access to the policy, you require additional information, or need to make changes, we will connect you with our Policy Owner Services team. They can assist you further with additional post-issue service and support.

I need help making changes to a policy I wrote with Ash Brokerage. Who can I contact for this?

Please reach out to our Policy Owner Services Team at policyownerservices@ashbrokerage.com or (800) 589-3000 ext. 237252. They provide servicing support for in-force policy changes.