7/31/2019 Level UP!Click the linked photo to watch! CEO & Founder Chris Yokley started his career working for a captive agency. Captive agencies are insurance companies that only sell one companies products. He realized how much this limited how he could help his clients, so he made the move to the independent world. Independent agents can work for many different insurance companies, but keeping records, payment schedules, tracking leads, managing contracts, and all of the back office support is left up to the agent to do themselves. Doing all of these tasks on your own on top of seeing clients, booking appointments, plus writing and tracking business can be a lot to manage. Partnering with a marketing organization in the business that helps with all of the back office and administrative tasks is key for success. By: Emma Bradford Social Media Manager Chris Founded Advocate out of the frustration between the captive insurance industry and the independent insurance industry. Both sides have positives and struggles. Only being able to offer your clients two or three different products was not really allowing him to provide a solution to a clients need. While having all of the companies in the state to choose from but no training, or support presented difficult as well. Advocate combines the best of both worlds by offering agents a home where they can partner alongside other like minded individuals who strive to make a difference in their clients life, their communities, and the insurance industry as a whole. It supports a culture of collaboration and teamwork focused on serving and protecting families. We aim to build authentic relationships through our passion to see others fulfill their purpose while acting with courage to do what is right in all situations. “The creation of Advocate Financial Partners came from the passion to serve alongside others on their financial journey, clients and agents alike.” ~ CEO/Founder Chris Yokley Five years ago Chris made the decision to partner with American Senior Benefits on his quest to educate and empower the senior community. American Senior Benefits provides agents not only with the company support that they need but the very best product portfolio, and gives managers the ability to focus on building a team. Advocate Financial Partners would not be what it is today without the power of an amazing Field Marketing Organization like American Senior Benefits. The need to provide customers with a “one size fits all” solution is eliminated. ASB helps satellite offices like Advocate Financial Partners obtain a model that creates a culture of teamwork, innovation, and a shared drive for success all centered around the client’s needs and satisfaction. With more than 1,400 affiliated agents operating out of 100+ nationwide locations, ASB has created an infrastructure and support to meet the needs of both the agent and the client. Although American Senior Benefits has grown to be one of the major market leaders in providing Medicare, Life Insurance, Annuities, Long Term Care, and other specialized health care insurance products; it was time to take things to the next level and position itself by creating a partnership that would be beneficial to all parties. “Integrity understands that agents are the engine of success for our entire organization and this industry. With Integrity in our corner, we will continue to run American Senior Benefits as before, but the sky’s the limit on what we can achieve together.” ~Co-Founder of American Senior Benefits Clay LeGeyt Founded in 2006, Integrity Marketing Group is the nation’s leading independent distributor of life and health insurance products focused on serving the Senior Market. The number one Field Marketing Organization in the insurance world, focuses on supporting its partners with Finance, Technology, Human Resources, Legal, Compliance and Corporate Marketing. They allow insurance carriers, agents, and agencies to utilize Integrity to gain a clear path towards diversifying their product mix and deepening distribution. With proven distribution relationships, they now serve as the marketing resource for many large insurance companies. They help streamline the sales process to increase profitability across the value chain. With 50 states reached, over 200,000 agents served, and 800,000 new clients per year, American Senior Benefits and Advocate Financial Partners alike are pleased to join forces to make an impact and serve the senior market to the best of our abilities! “Joining forces with American Senior Benefits is transformational for Integrity and will catapult us to even higher levels of success by combining two of the largest organizations in the Senior Market” ~ Co-Founder & CEO of Integrity Bryan W. Adams Sources:
Integritymarketing.com Americanseniorbenefits.com Advocatefinancialpartners.com Comments are closed.
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