Point of Sale

At Special Risk Services, we understand that your agency’s success is our success. Thus, we are committed to helping you grow your business and achieve your goals. By partnering with us, you can leverage our expertise and resources to expand your offerings to provide your clients with the best possible insurance experience to meet all of their financial needs.

Let us help you take your agency to the next level

We have developed a comprehensive point of sale program that has proven to increase agencies revenue, help them retain their clients as well as increase the overall value of their book of business.

When speaking with your clients, think of yourself as their “Financial” primary care doctor. serving as a gateway to your team of specialists to help them with solutions that are outside of your expertise.

We work as an extension of your agency

By partnering with Special Risk Services, your agency gains access to a wide range of specialized insurance products and services. Our team of experienced professionals is always available to help your clients with any questions or concerns they may have, ensuring that your clients receive the best possible care and attention. We understand that every client is unique, and we strive to provide personalized insurance solutions that meet their individual needs. By partnering with us, your agency can now offer clients comprehensive insurance coverage and personalized service that truly puts their needs first.

Personal Clients:

Life Insurance
Disability Insurance
Long term Care Insurance
Annuities
Medicare Supplements and Advantage plans
Retirement Planning
Estate Planning
College Savings Premium Financing
Life Settlements

Business Clients:

Buy Sell agreements
Succession Planning
Retirement Planning
Key Man
Deferred Compensation
401k
Employee benefits
Long Term Disability
Group Life and AD&D
Group Dental
Group Vison
Critical Illness
Accident Hospital Indemnity