A deeper commitment to your growth
Everything you need, all in one place
We specialize in insurance protection, risk management, and supporting financial professionals. By doing so, we can assist you in helping your clients protect their families and wealth.
Solutions that will help you meet your clients’ needs and your need for business growth
1. Life insurance
3. Long term care & disability
4. Advanced estate & business planning
5. Impaired risk underwriting
The Concourse Story
Big company backing, BOUTIQUE SERVICE
We have the experience and scale to meet a range of needs from the simplest to the most complex, all while delivering personalized attention.
We safeguard client information with dedicated IT security to oversee our infrastructure. Our third-party vendors must be HIPAA compliant. And we carefully assess their security systems.
Technology and tools
Our website provides access to a variety of business processing and consulting tools, as well as educational resources that focus on specific risk management concepts.
Carrier due diligence
We only represent “A” rated carriers or above through our institutional relationships.
Processing efficiency is ensured with technology that provides audit capability and analysis to continually improve and elevate our service levels.
Our documented continuity plan includes technology and operational processes that safeguard your consistent support.