OUR STORY

A Team Culture of Accountability

Our expertise and capability ensures you will not have a usual, or customary, financial services experience. You are our CLIENT and our objective is to meet each and every interaction with proficiency and accountability.

Legacy of Leadership

For two decades, Versatile Insurance Services has provided a successful platform for Financial Institutions and Advisors that wish to incorporate insurance solutions as a holistic part of their practice. With Versatile Insurance Services’ comprehensive suite of services, Versatile Insurance Services Partner Firms have successfully utilized this central relationship to better serve their clients efficiently, professionally, and successfully. Versatile Insurance Services, and its leaders, are committed to the future of the financial services industry.

A Quantitative Approach to Success

Versatile Insurance Services offers a wide range of services including in person education, coaching/mentoring, tactical and strategic business planning solutions. Metrics are a quantitative and objective way to measure and manage growth. Versatile Insurance Services is dedicated to helping Partner’s identify and achieve sustainable growth. Diversification of revenue streams and tactical planning are key ingredients in each Partner Firm’s success. Versatile Insurance Services offers custom reporting to each Partner Firm to ensure goals are tracked and assessed in a timely manner.

The Power of Partnership | Point of Sale

Our highly qualified Point of Sale professionals are dedicated to providing concierge support at the point of sale. Our deep industry knowledge and unparalleled resources will ensure a first class client experience.

OUR MARKETS

BROKER DEALER | RIA

Versatile Insurance Services is unique in developing a customized approach for Broker Dealers and Registered Investment Advisers (RIA). This approach focuses on identifying and capitalizing on market trends and product opportunities to implement holistic financial solutions. Versatile Insurance Services specializes in case design and advanced sales support to help brokers implement objective and competent personal and estate plans. Versatile Insurance Services leverages relationships with advanced planning attorneys at every major carrier. Call Versatile Insurance Services if you are interested in building client retention and revenue by offering individual life insurance and annuity solutions.

FINANCIAL INSTITUTIONS | BANKS | CREDIT UNIONS

Versatile Insurance Services has positioned itself to be a leader in providing “total back office support” for financial institutions that want to add Life Insurance, Retirement/Annuity, Asset Based LTC or Disability services but do not want the expense of providing all the necessary services.Services which include revenue and expense reporting and projections for financial institutions and financial professionals. We strive to offer superior and concierge support in every way possible, including support at the point of sale. Whether an extension of a current offering or implementing a brand new insurance & annuity division – Versatile Insurance Services is here to help.

NATIONAL WIREHOUSE | POINT OF SALE

Our highly qualified Point of Sale professionals are dedicated to providing concierge support at the point of sale. Our deep industry knowledge and unparalleled resources will ensure a first class client experience.

P & C, BENEFITS & COMMERCIAL AGENCIES

Our P&C partners are committed to serving their customers and communities, and to meeting all of their customers’ financial needs. Versatile Insurance Services offers proprietary and customized training systems which focus on individual training for personal lines, benefits, and commercial lines producers. Versatile Insurance Services offers its P&C partners, turnkey marketing programs, in-person education, and support at the point of sale. Versatile Insurance Services is qualified to help you increase your revenues while enhancing your retention ratios through meeting more of your client’s needs.

BROKERAGE GENERAL AGENCIES

Versatile Insurance Services is as an active leader in the national Brokerage General Agency (BGA) space. Versatile Insurance Services has deep and strong industry relationships with leading insurance carriers, partner firms and industry networking groups. We provide underwriting, advanced marketing, national wirehouse access and agency successor consulting. We partner with BGA firms nationwide and offer consulting services to those who are qualified, committed and coachable. Our firm is very active and committed to growth and sustainability in the independent insurance brokerage space.