Skip to content

Our Service Model

Benefits Brokerage Agency, Inc. (BBA) works hard to build and maintain relationships with our producers by providing quality service and professionalism. As an independent insurance brokerage firm since 1989, our agency has been built case-by-case, one producer at a time. BBA operates in a team-centric business model, and producer satisfaction is our main goal. We work hard serving our producers, and never lose sight that we rely on you and your business. From Case Design, to Presentation and Product Analysis, to coordinating the entire Life Underwriting process, we’re here to serve your needs.

Service: Working with a brokerage agency should be easy and convenient. While many brokerage agencies tout their service models, customer service is our first priority. All applications, licensing and servicing forms are immediately available by either downloading from our website or contacting our office. All forms can be delivered to you electronically in minutes. Phone calls are returned promptly as we know response time is critical. Your applications are always assigned to a dedicated case manager to ensure support throughout the entire new business cycle.

Underwriting: BBA’s New Business Team is not only responsible for submitting and managing cases during the underwriting cycle, but for satisfying as many of the underwriting requirements as they can without involving you. Our success is measured by the time it takes to get a case completed. We keep you informed as often as changes occur. We can order all medical requirements on your behalf, and we use imaging and technology platforms to decrease as much time as possible from submit to issue. Everyone knows cases don’t get better with time!

Technical & Sales Support: We have strong advanced marketing and competition teams. Additionally, we have dedicated carrier resources to answer legal questions and assist on complicated issues that often arise. Whatever your clients’ needs are, BBA can help create a viable solution.

Impaired Risk: BBA has an excellent track record placing difficult impaired risk cases. BBA is a member of LIBRA; a consortium with 28 other brokerage firms across the country. Last year LIBRA agencies placed more than $266MM in life premium and $133MM in linked benefit premium. Because of this volume, we have dedicated and exclusive carrier new business teams and proficient underwriters enabling us to deliver competitive underwriting offers on all your cases.

Privacy: We understand the financial advisor-client relationship, and integrity is paramount when working with clients’ confidential financial and medical related information. All cases are handled with the utmost respect for your clients’ privacy, and we adhere to all HIPAA privacy rules.

Compensation: We ensure competitive commission payouts on all your cases.

Contact us today to get started! We look forward to working with you.