A Life Gateway partnership platform
Expand what your agency can offer without building another department
Agency Financial Desk helps independent property and casualty agencies identify the life insurance and retirement needs already in their client relationships, and serve them well.
Your agency stays focused on P&C and stays at the center of the relationship. Our specialists bring the expertise, the process and the follow-through.
No new department. No financial professional to hire. No interference with your P&C business.
Your clients already trust you with what they own
Your agency insures their homes, vehicles and businesses. Those same clients also have questions about their families, their income, life insurance and retirement.
In many independent agencies, those questions get handled only when a client asks. Sometimes they get referred out with no follow-up. Sometimes they never come up.
Building an in-house life and retirement department can be expensive and slow, and someone has to manage it. Agency Financial Desk gives your agency another option.
The opportunity may already be in your book. What is often missing is a consistent way to find it and serve it.
A specialist capability behind your agency
Agency Financial Desk is a life and retirement resource for independent P&C agencies.
We work with your agency to set a clear process: how to spot the right opportunities, how to introduce the service to clients, and how to bring interested households into a conversation with a life insurance or retirement professional.
Your P&C team does not have to become life and retirement specialists. We provide the process and the client-facing support, and we respect the relationships your agency has spent years building.
Extend your capabilities
Give clients access to life insurance and retirement expertise without creating a new department.
Deepen client relationships
Help clients cover more of their protection and retirement needs, through the agency they already know.
Create new revenue potential
Once licensing, appointment, training and carrier requirements are met, the agency owner may participate in eligible carrier-paid compensation.
How the partnership works
A clear, controlled process in five steps.
Understand the agency
We start by learning how your agency handles life insurance, annuity and retirement opportunities today.
Establish the lane
We agree on which services are offered, which clients or segments may be approached, and how introductions happen.
Activate opportunities
Opportunities can come from warm introductions, renewal conversations, new-client onboarding and client life events.
Conduct the client conversation
A properly licensed and appointed Life Gateway advisor handles discovery, education, case development and follow-up.
Keep the loop closed
Your agency receives status updates, so introductions never vanish after the handoff.
Your relationships come first
Independent agencies spend years earning their clients' trust. The partnership is built to protect it.
- Your agency approves outreach strategies and messaging.
- Your agency stays at the center of its existing client relationships.
- Agency Financial Desk does not solicit or compete for P&C business.
- Only properly licensed and appointed professionals conduct insurance conversations.
Let's find out whether there is a real opportunity inside your agency
A short conversation lets us understand your agency, explain the partnership model and decide together whether it makes sense to continue.
You don't need to commit your whole book or change how your agency runs. If there is a fit, we can start with a focused pilot you can measure.
Schedule a 15-Minute Agency Partnership IntroductionOr email Jeremy at [email protected]