Tools for Success

We’re not just your typical BGA. On top of white-glove back office support, we provide you

with tools and support to help you maximize your business. By cultivating relationships with

independent agents that work with us, we serve as a reliable source of information and

direction to help bring the best possible solutions to clients.

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One

Marketing & Branding

Your brand is one of the most important and impactful aspects of your business, as it is the first thing that potential clients will associate you with. We have an in-house marketing team that provides support with creating or redesigning your logo, custom branding marketing materials and client facing videos, and developing social media advertisements specifically for your brand.

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Two

Creative Sales & Ideas

The insurance industry is an ever changing landscape, with new regulations and products released on a constant basis. Our internal sales team monitors these changes on a daily basis and proactively develops new case designs to capitalize on the current state of the industry. We regularly provide this information to you in a consolidated fashion so that you can stay ahead of the curve and better educate your clients to convert prospects into paid business.

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Three

Concierge Level Service

Our case management team goes above and beyond expectations to provide the best possible service. We maintain exceptional relationships with our dedicated carrier underwriters and case managers in order to help expedite processing and facilitate the most optimal ratings and approvals for clients. We ensure that all cases are submitted In Good Order to make sure that deadlines are met and that clients don't need to re-sign applications.

04
Four

Advanced Planning

Bring more to your clients than just single product solutions. We are specialists in Advanced Planning and Alternative Investments, and you can lean on our experience to provide elegant solutions to the complex needs of your clients.

Stand Out From The Crowd

There are tens of thousands of insurance agents and financial advisers across the US. How do you differentiate yourself from the rest to earn more business? We’ve found that these techniques are the fast-path to rise to the top of the industry. Don’t just take our word for it- our founding partners are both Top of the Table MDRT members and have been featured on Forbes.com and in MDRT Magazine.

Unique Branding / Brand Differentiation

Cross Selling with a Package of Services

Education: Stay Ahead of the Curve

Reliable and Consistent Support Team

Professional Connections

We proudly affiliate with some of the nation’s best carriers,
and look forward to including you in our pool of valuable connections.

Our Team

Aleksander Dyo
Partner / Co-Founder

Aleks is a serial entrepreneur and active investor with a specialty in working with business owners.

Kelly Woo, CFP®
Partner / Co-Founder

Kelly is a Certified Financial Planner who was featured in MDRT magazine for her outstanding success in financial services.

Yoonah Kim
VP of Operations
Rudy Paulus
Director of Brokerage
Mark Massie
National Director of Brokerage
Kyle Smith
Director of Business Development
Dae Chon
Internal Wholesaler
Angie Tassone
Case Manager / Marketing Associate
Krista Wilson
Creative Director

Here For You

Working with us means taking the next step in building a better business. Our programs are designed with the specific intention of saving clients money and helping agents run smoother, more profitable operations. If you would like to know more about the services we offer, are interested in working with us, or would simply like to sign up for our newsletter, fill out the form to the left. One of our representatives will contact you soon. We look forward to this mutual opportunity.