Honesty, integrity and hard work.
As a full service FMO, our job is to help you grow your insurance business by providing you with the best life and health products in the industry.
We provide you with the latest in insurtech, work with the leading insurance carriers, provide back office support, proprietary products, marketing strategies and ensure you are 100% vested. These are just a few reasons why our agent retention rate is one of the highest in the industry.
Our products are designed to give your clients peace of mind, and our Sales Managers have the expertise and knowledge to guide you with the best solutions. Taking advantage of our experience and tools will give you the ability to expand your product portfolio and assist your clients fully.
We provide you with the latest in insurtech, work with the leading insurance carriers, provide back office support, proprietary products, marketing strategies and ensure you are 100% vested. These are just a few reasons why our agent retention rate is one of the highest in the industry.
Our products are designed to give your clients peace of mind, and our Sales Managers have the expertise and knowledge to guide you with the best solutions. Taking advantage of our experience and tools will give you the ability to expand your product portfolio and assist your clients fully.
Everything you need to manage your business.
MedicareCENTER and LifeCENTER is a free platform that we provide to all of our agents. Within LifeCENTER and MedicareCENTER you can manage your clients in the built-in CRM. You can quote and enroll them into Medicare Advantage, Medicare Supplement, Final Expense and Prescription Drug plans. You can keep up to date with your client policies, follow up on tasks and run your business efficiently all from the palm of your hand if you wish.
LeadCENTER is your gateway to purchase exclusive, verified leads for Health and Life. All leads are 100% verified, TCPA compliant and are updated regularly. Create custom ad and realtime campaigns and have leads delivered directly to your Life/MedicareCENTER CRM.
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You're in charge of your earning potential.
Only a few clicks away is your resource center for becoming contracted with our carriers and the entire sales process. Commissions are paid to you directly through the carrier allowing you to get paid the highest compensation possible. Some carriers also offer advanced commissions.
We believe in helping you brand and market yourself and offer actionable strategies you can put into place, which will help you maximize your time and grow your book of business. Selling Medicare Supplements is one of the best ways to help your 65+ clients and have a continuous revenue stream through residual commissions. |
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Our elite partners.
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Why work with us vs. another FMO?
We have a deep commitment to you, our client and producer. Over thirty years of helping agents and agencies with solutions and building lasting relationships is what sets us apart.
We help you select the best products for your clients, give you proven strategies to make your business prosper, provide education and training to keep you up to date about markets and trends, and provide you with a complete arsenal of tools to help you succeed. |
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What our agents are saying.
I cannot say enough good things about TBR and the top notch employees there. Cassandra and I connected years ago on a cold call, and it just felt "right". I'm convinced she and Robiny have super-powers, because any issue or problem I have encountered, they were on top of it right away! Carolyn has provided excellent marketing materials for my business and always willing to lend a hand. Knowing that they are only a phone all or an email away is so refreshing and reassuring. I have no idea how many agents they have on board, but they have the uncanny ability to make you feel like YOU are the most important one whenever you reach out to them for advice or support. If you're looking for a place to call "home", click your heels 3 times and head on over to The Brokerage Resource!
The Brokerage Resource, LLC is a very effective partner for support and timely and up to date information for agents and brokers in the financial services and life and health insurance industries. I have used this FMO as an important resource to enhance my business since 2003. I recommend it highly as an essential partner in maintaining and growing my business.
Everyone here at TBR is exceptional! Most FMO/IMO's are a contract collection shop and leave you out to dry...not these guys! They strive to help you succeed in your insurance business. They support you're business behind the scenes. The best independant insurance agent model in my opinion. I've had my Medicare contracts here for a long time and they will stay that way.
TBR has always been very helpful and professional when it comes to knowledge and the resources needed to grow my health insurance business. They help with leads, advertising, building content for our business website, and quoting health insurance products. It's like having my own back office team! I wouldn't be able to do it without them.
I have been with TBR for about 10 years. I have come to rely on them more as a partner each year. I get support for my business not just in supplies and processing but also with ideas on how to better present my business to the public and also how to better serve my clients. Everyone I turn to has the knowledge and expertise, in Medicare, life insurance, long term care insurance to make you life a whole lot easier. And they are really nice to think things thru with. Great people. Not a call center.
As a fellow marketing organization looking to affiliate with an agency that specializes in Medicare Planning, The Brokerage Resource checks off all the boxes when it comes to their expertise in the market, their marketing support for both myself as a GA as well as agents, and their stated mission to do the right thing for clients represents exactly my beliefs as well. I strongly recommend that you speak with them about how they can help you be more successful and generate more revenue. Special thanks to Carolyn Portanova their Director of Marketing.
TBR Staff is fantastic! The moment I got a call from Ms. Bennett, I knew the moment I spoke to her I already wanted to commit myself. It gave me the confidence as an Independent agent again. The feeling of what it looked like to work directly with UPLINE/FMO, a reliable FMO who will help me succeed. That same day, I was welcomed via email and voice mail messages by the staff. I felt special. Truly, when I went on board, everybody was so helpful and pleasant to deal with. Special mention to Ms. Robiny Mitchell who patiently helped me with onboarding documents. Ms. Carolyn Portanova, who helped me with my business cards layout and product fact sheets. Mr. Derick Monaco, who is always my go-to with regards to Medicare related issues. Mr. Mark Evan who answers questions on Life insurance products. Last but not the least, Ms. Cassandra Bennett, who believed in me! TBR staff will provide you all the sales tools and resources you need in order to succeed as an independent insurance agent. To top it all....you can never go wrong with this company with such a good reputation and integrity founded by the late Mr. Sam Corey. TBR Staff will be there for you!
Grow your business with tbr.
All of our contracting is done online. Visit our Contracting Tools page and select the carriers you'd like to work with. Our Contracting Department will reach out to you, and you'll also hear from our Sales and Marketing Departments as well. Together we'll help you grow your agency and increase your revenue.
Still have questions? Call us 800.928.4998, email us [email protected] or chat with us. You can also visit our FAQs page and read what others are saying about us.
Still have questions? Call us 800.928.4998, email us [email protected] or chat with us. You can also visit our FAQs page and read what others are saying about us.