The BC Brokerage Process

We work with Fee Only Financial Planners to help fulfill their client’s insurance needs. Our process includes: 

  • Financial Advisor (FA) makes initial client introduction to BC Brokerage 

    • FA emails BC Brokerage with client(s) CC’ed along with initial insurance recommendations

  • BC Brokerage makes introduction

    • BC will email client(s) with our Client Fast Fact to collect information, review any current policies, and send quotes back to FA and client(s)

  • Underwriting 

    • BC will pre-fill applications and send to client(s) for e-signature, coordinate telephone interviews, medical records, and medical exams

  • Decision/Offer

    • BC will notify client(s) / FA the insurance offer that has been made, collect EFT information

  • Policy Delivery 

    • BC will electronically deliver policies in PDF format to client(s) and their FA (if replacement, we will remind client when to cancel old policy)

  • Ongoing Service

    • BC will review your policy annually to compare against current market offerings and complete any service work (update beneficiaries, bank info, owner, etc.)

Address

P.O. Box 441032
Indianapolis, IN, 46244

Contact

765.730.7146

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