Financial institutions
Crump has developed unique expertise in adapting our company services to support a wide variety of platforms that span the financial services industry. These platforms include Registered Investment Advisor (RIA) firms, broker-dealers, banks, career brokerages, web-based programs, and many more. Our growth in institutional support relationships has been directly related to our ability to meet institutional compliance and control requirements successfully.
Custom program development
The tailored programs we build for our institutional clients include sales and service, technology, and compliance structures best suited to their specific needs. As part of a larger organization ourselves, we know the level of customization necessary to comply and succeed within the biggest and best organizations in the country.
Flexible sales support structure
We offer a wide range of sales solutions, including traditional wholesale support models, local sales resources to work directly with clients and financial advisors, or sales desks available for referrals of clients who will be connected with our experienced insurance agents licensed in all 50 states.
Dedicated Teams
Dedicated teams are the key to the support structure we offer to our institutional clients. The associates on the teams supporting your account offer many years of experience in the marketplace and knowledge of helping the professionals within your organization from case design through case completion.
Digital Platforms
Crump’s investment in technology permeates every aspect of our structure and services. From our electronic submission platform (making submitting life insurance more efficient) to our interactive website and other technology platforms, our focus is on continuing to improve our processes and, ultimately, your experiences working with us.
Implementation Services
We have a successful track record of partnering with our clients to ensure a successful program launch. Our implementation team works closely with your firm to manage the launch plan, to facilitate the various integrations of data and technology, and to connect your firm to key players on our various teams.
