We are seen as a “performance” agency with a strict focus on efficiency, process and placement. Our seasoned team of professionals specializes in large case management and impaired risk/complex underwriting. With extensive experience and deep relationships with every major carrier – your sales experience will be smooth. Why be in coach when you can sit in first class?
Education. Process. Scale.
We are Committed to Simplicity & Process
1. Education & Process
Our focus on simplicity of process and education gives our partner firms the ability to achieve sustainable growth.
2. Strategic & Tactical Planning
We offer strategic and tactically planning for partner firms that are qualified, committed and coachable.
3. Report, Monitor, & Adapt
Our simple quantitative approach to goal setting and automated monitoring sets us apart from our competitors.
The Power of Partnership
Dedicated Point of Sale Support
We are available to assist both you and your client at the point of sale. Our point of sale advisors are available to speak directly with your client.
Sales Tools & Quoting
Access our robust quoting system for all your life, annuity, DI, and LTC needs. You can run term and permanent comparisons as well as advanced planning concepts!
Annuity & Income Rider Comparison
Not sure which annuity or income rider is best for your client? Take the guess work out and allow us to send you a client approved comparison report.
Custom Business Plan Builder
Why start from scratch? Let us help you design a custom business plan based on revenue diversification and growth opportunities.
We come from a long line of coaches! Versatile Insurance Services offers mentoring/coaching for partner advisors and agencies who are qualified, committed, and coachable.
Quick Start Onboard
New to Versatile Insurance Services? Complete a short onboard with our leadership team! Together we will identify market opportunities and develop a simple and effective action plan to help you reach your goals.
Quick Class Training
Take 20 minutes out of your day to focus on building your business. Our signature Quick Class training webinars’ focus on relevant market trends and sales ideas.
We offer client education and appreciation seminars that build client retention and potential advisor revenue. Want to learn more now? Talk to the Versatile Insurance Services Team today!
Physical address: 116 East Main Street, Panora, Iowa 50216
Mailing address: PO Box 185, Panora, Iowa 50216