Advocate is one of the nation's
premier Insurance Marketing Organizations (IMO/FMO/NMO)
Over 20+ Reasons Insurance Agents, Financial Advisers, and Bank Reps contract through Advocate.
With over 35 years of industry experience, the Advocate team is an agent's catalyst for growth. We're a family business - family owned and operated since the beginning. We believe in integrity, character, moral fortitude, and we're givers, not takers. We want to work with other advisers who are like minded - and want to substantially grow their business. If that is you - we invite you to join the Advocate family! Call us today to find our why we're an Agent's #1 Advocate. Experience the Advocate Advantage.
Advocate is at No Cost to Agents
Working with Advocate Financial as an independent agent, or insurance professional is a win win. You get TOP commissions, paid directly from the insurance carrier, and we are at NO cost to you. We are compensated for results from the insurance carrier direct. We succeed when you succeed. And you get all of these robust benefits below, again at no cost. It's why most agents work with an FMO versus going direct to carriers!
Top National Lead Programs
Advocate can give you the inside track on the nation's top lead programs and help you connect with you consumer, from 10 cents a demographic lead, to $12 per hot lead, there's a program for everyone. Advocate can be your can educate you and connect you with a lead expert to get you quickly connected with prospects that want to buy. Periodically and regionally national carriers also have free hot leads direct from the company. Call Advocate today to learn more.
Retail & Clinic Sales Locations
Across the Advocate network nationwide we make available to our agents multiple retail locations and doctors offices to partner with and make sales to the public, gathering new clients through unique growth opportunities. Ask us how to get involved today!
A Robust 24/7 Agent Support Portal
Our Agent Portal, available for contracted agents, is a powerful road map for success, and ease of doing business - available 24 hours a day. Updated daily with news, interactive links, contacts, and guides to all the resources you need from webinars and news, to certifications, to applications, contracting and Illustrations. The Advocate Agent Portal is your one stop shop.
The SeniorWave Marketing Program
Fully servicing your clients is key to a healthy and profitable relationship. SeniorWave Marketing is a growth paradigm designed for Advisers to quadruple their sales in each household, and not only is it easy, but lucrative. Knowledge is power, contact an Advocate today to enroll in our next SeniorWave program.
Call Center Services
Do you have 250, 500, 1,000, or 2,500+ clients? But you're too busy making sales to call them? Qualified agents can utilize our call center to reach out to your clients for you and put appointments on your calendar. That's a profitable relationship! Restrictions apply, contact us for details.
The Inside Track is Real
Knowledge is power. In trained hands, power becomes profit. There are two sets of advisers in our industry, those who know the inside track, and those who don't. Our job as a seasoned national marketing firm is to make selling simple, by giving you that inside track, cutting through all the minutia and getting to the important part - making sales. Growing your business is what we do best - through key market insight, cutting edge products, emerging profitable product niche products, and unbeatable support and training. The Advocate Advantage is real. Just ask our endorsements.
Customer Relationship Management (CRM Databases)
It's a proven fact that agent's who use select Customer Relationship Management database programs increase their sales by 29% - immediately. Advocate has a proven model - SeniorWave CRM - to track, manage, and maximize your client return (and coverage). Don't get left behind, join the 21st century, and maximize your agency's potential with Advocate's very own SeniorWave TM CRM program, designed for insurance agent's just like you.
Accessible anywhere, as low as $20 monthly (special offer for Advocate contracted agents only), and mobile - even available on your smartphone. It's a tremendous edge over the competition.
Advocate is the Bank Brokerage
Advocate Financial has developed a reputation industry wide as a "Bank Brokerage", or the "Financial Institution FMO", due to our robust history working with over 150 banks nationwide; increasing revenue, capitalizing on opportunities, mining business, and creating lifelong relationships through loyalty building programs. It's a distinguishing feature that sets us apart from our competition. It's all part of the Advocate Advantage.
Insurance Platform Program Start-ups
Every organization based in a community has a pull of influence and connections just waiting to be capitalized on. Providing your members with additional benefits increasing their protection and growing their money at higher interest rates is invaluable. Drawing together a plan to set up your agent services program is what we do best.
Rate Updates, Keeping You Current
Weekly your Advocate team will send you the most current annuity rates to keep you up to date with the interest rate environment. With dozens of top hand selected insurance companies, we guarantee some of the best life, health, annuity and Medicare products in the industry.
Business Processing and Scrubbing
Our Advocate operations team will guide you through & review your applications, and help support you all the way through underwriting to guarantee your clients get the best ratings possible, and receive their policy in a timely fashion.
Customized Marketing Materials & Forms
Advocate’s marketing materials and sales aids are customized specifically to your marketing needs. We take pride in tailoring our materials toward you the agent; making it easy for both you and the client. Our graphic design services are effective, eye catching, and to the point; delivering the knowledge faster and friendlier.
With your Advocate team, there’s no longer any need to scramble for forms. Our sales support is just a quick phone call, text or email away for product forms and state specific application kits.
Quick Support- Just A Phone Call, Text Live Chat, or Email Away
We pride ourselves in availability. We can guarantee that if you call, we will be there to help. We also encourage frequent calls! If you have any questions, it’s our job to make sure you find the answers. We are always glad to hear from you and eager to help. Our full contact information is available under our 'Contact Us Today!' tab, and under the 'Your Advocates' tab for individual contact information. Or just tap the red "Chat Now" bubble to your bottom right, and start talking with and Advocate live now.
Top Commissions - Top Contracts - Cutting Edge Products
Advocate only offers top commissions for independent agents and agencies. Our size, experience and track record is what makes this possible. Our market researchers are always seeking the next big thing in the industry. That's why we have such a powerful, unique, and dominant product offering. Take our unbeatable living benefit life for example, there is no other product that can compete. Click here for our full product line.
This is just one way we are keeping our agents ahead of the competition. Do you offer Medicare insurance? Advocate is Medicare Made Easy! Click here to learn more
Streamlined 5 Click e-Contracting
No one enjoys excess paperwork - that's why we're in sales. The less paperwork you do, the more you can be out doing what matters - helping clients. Advocate's cutting edge e-contracting system allows you to fill out one 10 minute universal contracting profile, and from then on, with the click of a button you can complete 10+ contracts. It auto-fills the information for you! We're here to make your life easy. It's just another way Advocate is and Agent's #1 Advocate. Click here to begin contracting with the nation's leading insurance carriers.
Product & Sales Training
The Advocate team specializes in hands on product training, onsite, and through online webinar services. We guarantee that your team will be adept and proficient in all of our life, annuity, and Medicare products. Call us today and find out why the Advocate Financial advantage is getting people excited, and ramping up sales production for financial institutions and independent agents nationally.
Your Marketing Firm Partner
Are you looking to recruit agents? Do you have 10 or more agents at your agency? Or maybe you're an established marketing firm with over 100 active agents. Advocate is the IMO to choose. We work with GA's, MGA's, SGA's, and FMO's of all sizes, who are looking for highly competitive overrides, and knowledgeable professional marketing partners with key insight on growth into new profitable product arenas with the infrastructure, technology, support and experience to accommodate their agent volume. Advocate is a clear proven partner choice.
On Site Sales Support & Planning
We are experienced in having dedicated marketing days at your branch or agency location to help sell with you to your clients and prospects as your consultant. It’s our job to build you up as their adviser, and ensure you make the sale. Our goal is to help you increase your production through strategic planning and proven methods.
The Advocate Network
Being in the industry for over 35 years means experience you can depend on, and a network that creates opportunity. As the old adage says: It's all about who you know. Working with Advocate Financial means you have access to our network.
Advocate Financial has a network, including dozens of superior hand selected insurance companies offering a wide array of life, health, annuity, and Medicare products. In addition to a great product for every client, Advocate's network provides a system of leads, orphan clients and other niche opportunities regionally to help develop your book of business and service your community by uncovering new opportunities.
Strategic Planning Consultants
Vision is key to growth and success. Allow our seasoned marketing team to develop a plan that will work for your market, and your business. A well planned, detailed, strategic review of your current business approach, or future endeavors could mean the difference between mediocrity and greatness. We've seen it throughout our long history of working one on one with hundreds of agents, over 150 financial institutions, and businesses.
This is how we can help you.
Client Profiling & Business Mining
Every adviser has a base of clients that need servicing. Most advisers have one or two products with a client when in reality that client needs 2 or 3 more services! How do you bridge the gap between partially servicing your clients, and fully serving their needs? The answer is the " Senior Wave Marketing " TM Program : a full array of niche products, accountability, and tailored marketing plans - meeting all of your client's needs. Advocate has it all.
In a world of growing litigation and regulation, it's more important than ever before to study and be up to speed on compliance - from marketing, to servicing. There is a compliant way to work with clients, especially in regulated fields like Medicare Advantage, and Prescription Drug Plan Insurance. Agents need guidance, training, and a compliance review team to protect them, the client, and keep business moving smoothly. Advocate does it all.
Advocate team members can help facilitate your business from start to finish with our case management system. From our strong relationships in underwriting, to real time case status, Advocate can help ensure new business is a smooth process - so you can focus on writing business.
Veteran Insurance Licensed Experts
The Advocate marketing team members are insurance licensed, seasoned industry veterans who seek to leverage their real life experience in the field to your advantage. Our credentials allow us a unique perspective, and a proven ability to grow agency business.
Call Advocate today to begin your step towards GROWTH.
ADVOCATE IS CREATING REAL ECONOMIC STIMULUS.