June 2025 Newsletter
- Carmen Escobar
- Jun 27
- 1 min read
Happy halfway point of 2025!
Our team is growing!
We welcome Dev Thompson to the BC Brokerage team!
As Advisor Relationship Manager, Dev will be building relationships with fee-only advisors and supporting their clients with insurance solutions that fit, without the pressure or product-pushing.
New AI Chatbot on websites!
We’re excited to introduce an AI chatbot on
It’s available 24/7 to answer insurance questions,
guide you through policy options, and help
connect you with our team. Whether you're a client
or advisor, the chatbot makes support faster and
easier, while we’re always just a message away if
you need us. Give it a try!
New Umbrella Specific Quote Form!
Umbrella is one of our most popular solutions in 2025!
If your clients need an umbrella, we have a smart intake form that asks all of the necessary questions and gathers data to run accurate quotes.
We can bundle it with home/auto or standalone. Let us know how we can help
today!
We can help!
Have a policy on your desk that
needs a review?
Let us know how we can help.
Thank you for your continued
partnership!
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