Services
We specialize in moving agents forward.
Product consultation, a responsive service desk, and marketing muscle. We handle the back office so you can sit across from clients.
Insurance Product Consultation
The product shelf, curated by licensed consultants.
- Multi Year Guarantee Annuities
- Level & Increasing Income Riders
- Term & Permanent Life Insurance
- Fixed-Index Annuities
- Immediate Annuities
Service Desk
The back office that keeps your cases moving.
- Licensing & Contracting
- Product Illustrations
- Continuing Education
- Pre-Sale Forms & Materials
- Pending Business Follow-up
- Policy Service Assistance
Marketing
Wholesaling reach, agent tools, and products you will not find on every shelf.
- Internal & External Wholesalers
- 70+ Insurance Carrier Partners
- Proprietary Product Development
- Agent Marketing Tools
- Annuity Lead Programs
How a case moves through Alpha
From scenario to issued policy.
Bring us the case
Send the client scenario and goals. A licensed consultant, not a call queue, picks it up.
We match product and wholesaler
We structure the right product across 70+ carriers and loop in the wholesaler who knows it best.
Carrier-run illustration
The case-design desk runs the illustration in the carrier's software and gets it back to you fast.
Submit and issue
We submit, chase carrier follow-ups, and follow pending business all the way to issue.
- Call us
- Meeting within the hour? We will try to run it live
- Live
- A licensed person answers
- One desk
- For product, service, and marketing
Put the whole desk behind your next case.
Product help, back-office service, and marketing that moves cases, from one team that answers the phone.