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Services

At Crump, our structure is based on building strong relationships. Our team model validates the importance of building strong relationships by providing you with a team of sales, client services and underwriting associates who will help process all of your cases.

Sales
Your Crump sales team is available to support a full range of case scenarios, including more complex cases that require detailed illustrations and carrier/product research.

Advanced Sales
Our team - including attorneys, CFPs, ChFCs, and CLUs - has over 140 years of collective industry experience and is poised to help you design and build competitive solutions for your complex cases. You can count on leading-edge financial planning strategies, support with tax and legal issues, carrier product intelligence, and assistance implementing planning strategies that incorporate life insurance.

Proprietary Programs
Crump offers exclusive turnkey systems for policy review through our Policy Evaluation Program (PEP) and Business Evaluation Program (BEP),  that allow you to easily evaluate your clients’ permanent insurance coverage. We offer an array of sales tools and resources to help you explain policy review to your clients as well as proprietary policy review software and a trained team of dedicated associates to assist you in the process.

Comprehensive Back Office Support
We offer processing support for your cases from start to finish - licensing and appointment administration, case management, superior underwriting, and commission adjudication. We have been assisting insurance producers and financial professionals for over fifty years – see what our experience and expertise can do for you!

 

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