We don’t take the concept of working with employee benefit (EB) professionals lightly. We are the industry leader in supporting insurance professionals to help them meet their clients’ needs and we understand the various business models used within the EB world. Crump has the knowledge, a solid track record working with employee benefit firms, and a specific approach for this market that allows us to provide tailored solutions for the needs of your practice and, most importantly, for your clients. Whether your licensed agents need an experienced wholesale team to support their growth, or you want a fully outsourced insurance solution, Crump can help.

Our infrastructure is built to support you and your clients while ensuring we work in synergy with your group insurance business. This infrastructure includes our staff of approximately 1,000 teammates, a dedicated team focused on the multiple and ever-changing regulatory elements impacting our businesses, including securities and insurance, customized systems to support transactions, and national coverage by experienced and licensed insurance professionals.

 

Supporting your business plan

Employee benefits firms typically have a broad, product-agnostic, planning-based relationship with top clients. You may have already realized that your clients need to include products outside of your core expertise in order to fully meet their needs. Individual life insurance, annuities, long term care/linked benefits, and disability insurance can be a vital part of that plan. Let us support your clients, which will allow you to:

  • Know you are taking care of your clients and their families comprehensively
  • Protect your client relationships from other advisors who offer a full range of products, including insurance
  • Expand your relationship beyond your group business and add another line of business to aid retention.
  • Provide an additional revenue source for your agents.
Business team in meeting