What It Is

Are you a financial advisor, investment advisor, P&C agent, or other insurance professional? If you’re like many of the professionals I work with, you’ve left money on the table when a client asks for an insurance product you don’t offer.

Enter the Gen3 outsourced insurance desk. It’s a platform that allows you to tap the experience, expertise, and manpower of a full service life and annuity brokerage, while maintaining full control of your clients. You create stickier client relationships, generate additional revenue for your practice, and the best part? We do all the work.

How It Works

The Gen3 outsourced insurance desk provides you with a turn-key platform to offer additional types of insurance products to your clients without having to learn something entirely new.

Platform Options

    1. Referral - you send us your clients, we pay a referral fee. No carrier contracts required.
    2. Outsourced Insurance Desk - our team acts as your full-service outsourced insurance desk for whichever lines of business you choose. This includes full risk management analysis, planning, and application fulfillment by our in-house licensed professionals.
    3. Application Fulfillment Only - we provide product recommendations, your team makes the sale, our in-house licensed professionals fulfill the applications.


Product Access & Expertise

  • Access to top products and carriers (Annuity, Life, LTC,
  • Disability, Medicare, and more)
  • Comprehensive product research
  • Simple to complex case design

Reporting & Client Management

  • Weekly case reporting
  • Case analytics
  • Guidance and/or participations in annual client reviews


Case Management

  • Full back-office support
  • White glove case management
  • In-house underwriting
  • Regular and real time case updates on your clients


  • eApplications for all lines of business
  • eSignature
  • Insurance quoting software
  • Product comparison software