Practice Development
OPERATIONS
Licensing & Contracting
Impact’s licensing team will spearhead the appointment process with our carriers and products. From state licenses and training to commissions and carrier contracts, the licensing team will verify if you are in good order to write specific products in your writing state with a seamless submission process.
Case Management & Processing
Your designated case managers for annuities and life insurance will execute your cases, starting with the application process all the way to the issuance and after. They will also work with our case processing team to maintain communication with you every step of the way to issue clean and quick business.
2024 New Business Applications (Annuity + Life Insurance)
25,000+
“I have been with Impact since almost the day they started and, I have to say, from day one, we have always felt like family. I’ve just expanded by leaps and bounds, and without their help, I don’t think I’d be anywhere near where we are today. There’s just no stopping us now. We can grow pretty much at will. We’ve sort of cracked the code with Impact.”
Frank G. - $38.5M Total Impact Advisor
