Diversified Brokerage Services, Inc.

offers a dedicated team approach to best client solutions. We have the employees to give you the support and attention you deserve, and we have the longstanding carrier relationships so we can give you the variety of products you need. We offer:
A dedicated, highly skilled Marketing Associate who will:
Discuss design characteristics of every case
Analyze risks to eliminate unrealistic assumption

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Recommend the most competitive products available
Provide step-by-step product and concept training
Furnish “case winning” illustration choices with sales materials and, when required, prospectuses

A dedicated Case Manager who will:
Take ownership of your case from application to commission - driving underwriting status to you from app to issue to paid
Scrub applications, day of receipt, to kill delays. Apps are not returned to producers for resubmission
Automatically look for other carrier options when the underwriting outcome is a surprise

Access to our Chief Underwriter who:
Has many years of sub-standard underwriting experience
Knows where to place the risk
Has high touch relationships with our carriers and their underwriters

Sales support for your wealthiest clients through:
Our nationally recognized advanced marketing attorney on staff to work with you and your most sophisticated clients
Current information on the newest, most creative financial planning concepts along with risk appraisal
Assurance that you’ll receive the right answers, right now

Inforce policy holder service - No home office “800” number referrals! Beneficiary or owner changes
Conversion/exchange service
Collateral Assignments
Re-projection requests
Bank change service
Premium drafting problems
Lapse warning notices
Reinstatement requests
Fund account allocations
Death claims