WELCOME BANKER’S LIFE
RISK MANAGEMENT EXPERTISE AT WORK FOR YOU
Concourse Financial Group Agency specializes in institutional distribution. We bring depth of knowledge and proven sales strategies to our partners. Because we understand institutional distribution, we provide sales support and back office services that match our clients’ unique needs. Insurance experts that work for you, not the other way around. That’s Concourse Financial Group Agency.
WE UNDERSTAND DIFFERENT DISTRIBUTION PLATFORMS HAVE DIFFERENT NEEDS. WE PROVIDE CUSTOM STRATEGIES FOR RETAIL, HIGH NET WORTH, AND FAMILY OFFICES.
Let’s work together
to add value for your customers.
The Concourse Story
Big company backing, BOUTIQUE SERVICE
We have the experience and scale to meet a range of needs from the simplest to the most complex, all while delivering personalized attention.
Data security
We safeguard client information with dedicated IT security to oversee our infrastructure. Our third-party vendors must be HIPAA compliant. And we carefully assess their security systems.
Technology and tools
Our website provides access to a variety of business processing and consulting tools, as well as educational resources that focus on specific risk management concepts.
Carrier due diligence
We only represent “A” rated carriers or above through our institutional relationships.
Operational efficiency
Processing efficiency is ensured with technology that provides audit capability and analysis to continually improve and elevate our service levels.
Business continuity
Our documented continuity plan includes technology and operational processes that safeguard your consistent support.