Easy access to all the tools you use most– plus carrier updates, product changes and up to the minute industry news.  Click on each headline to read the full article.

Control Center

The center of it all.  Easy access to all the tools you use most– plus carrier updates, product changes and up to the minute industry news.

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Case Control

Your access to all submitted and pending cases. Giving you the ability to track insurance transactions from pre-sale to commissions, communicate with case managers on case status and generate comprehensive reports throughout the process.

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Quoting

Access to powerful life insurance sales tools all in one place.  We offer the industry’s leading Term and UL comparison and quoting system, carrier financials and ratings for 500 insurance companies and a LTC quoting and feature comparison system.

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Product Information

Providing detailed product information including product features, underwriting guidelines, build charts and underwriting requirements.

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Forms

Access to the most current insurance carrier documents from more than 120 individual insurance companies. Supports Life, Annuity, LTC and DI lines of business.

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Strategy

Explore how you may significantly increase your financial services practice by utilizing our library of marketing and advanced sales strategies.

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Coaching

Whether through financial modeling, marketing initiatives, knowledge building or structural components, a “coach” can help you attain greater success.

Consulting

Allow our firm and our professionals to assist your team and/or clients with the most objective and effective solutions. Focused on consultative analysis and offering an unbiased opinion on what may make sense in regard to their plans.

Strategy

Universal Insurance Services is proud to be associated with some of the brightest minds in the financial industry; over the years we have created a platform of specialists within our organization to support almost any situation that may arise.

  • Conceptualization

  • Brainstorming

  • Execution

  • Refining

  • Finalization

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