Dedicated Resources
The Tellus offering includes underwriting consultation, advanced sales expertise, marketing expertise, product experts, and competitive analysis. With dedicated teams for long-term care/linked benefits, disability, and annuities, we offer a one-stop shop with support as a pillar of strength. This support comes in advocacy for your organization with carriers and vendors, online resource support, and people-based support from our team. It starts with your dedicated Tellus account manager, your liaison with Tellus, and the vast resources at your fingertips. Your single point of contact will help you navigate the online and human resource areas of support as we help you grow your business.
Marketing and Advanced Sales
Our Marketing Solutions team specializes in personalized branding, strategic campaigns, educational meetings, and social media to help you strengthen your brand in the market. We also have a dedicated Advanced Sales specialist to help you attract and close large cases.
- Customized marketing campaigns and calendars coupled with graphic design services
- Co-branding opportunities (e.g. fact finders,toolkits, email communications, and sales pieces) for producer audiences
- Meetings and monthly webinars to network and learn about upcoming trends
- Dedicated Advanced Sales specialist on staff to assist with business, estate planning, executive benefits and wealth transfer needs
TellusBrokerage.com
Our online resources are an undisputed strength of Tellus. We offer our agency members the tools they need to run a BGA at their fingertips. On a daily basis, a brokerage or marketing manager fields questions from producers that span diverse topics, and Tellus offers a website, TellusBrokerage.com, that arms our member employees with nearly every answer they need. Our team continuously updates the information and tools on our Tellus member website to ensure your team has the latest carrier and industry developments on demand. It would take years of experience to gain the knowledge that we make available to you on our website, allowing your team to see the entire marketplace, focus on production, and drive sales.
Product Solution Centers
In addition to a robust life insurance resource library and a team of professionals, we also provide knowledge, relationships, and resources related to annuities, long term care/hybrid products, and disability insurance. Collectively, we call these teams our Solution Centers. As one of the nation’s largest life, annuity, long-term care, and disability brokers, we understand the marketplace and keep you informed of industry changes and product enhancements. These teammates are our subject matter experts and are available for consultation with your agency staff. They offer in-depth knowledge and access to products your team may not specialize in. Still, with these teams behind your company, your agency becomes the expert and can project that confidence to producers.
Underwriting Expertise
Focusing on high-end risk cases, our underwriting staff and materials help you find the best offer for those difficult cases.
- Dedicated Underwriter on staff to assist with cases
- Over 70 medical impairment questionnaires
- Carrier quick quote guidelines, retention grids, and carrier medical questionnaires on TellusBrokerage.com
- Foreign National underwriting materials, including special carrier forms and guidelines on TellusBrokerage.com
- Table shave and accelerated underwriting options
- RiskRighter: APS summary service
- Dedicated Business Consultants
