Administrative Services

When working with The DI Concierge, your clients will always receive a personal touch on income protection. Starting with case design and finishing with the delivery of the policy, we are a full-service brokerage agency.

Through our consultative process, we make sure your clients receive personal solutions for their specific situation.

ADMINISTRATIVE SERVICES

  • 24-hour Proposal Turn-Around
  • Consultative Service Model
  • Comprehensive Plan Design
  • Preliminary Underwriting Reviews
  • Medical Requirements & APS Ordering
  • Customized Case Design