Here are a few things our agents are saying about us... |
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"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." ~ Jim K. (Rhode Island)
"[Carolyn] Wonderful! You have made this process so simple. I cannot say enough how much I appreciate your help." ~ Kirk N. (Tennessee) "Robiny and Cassandra have been a joy to work with!!! Clear, concise and professional." ~ Henry C (North Carolina) "Carolyn, you are amazing! I work with many business clients for Aflac. I could use something like this to speak to their need for insurance. I could also use this to market my services to current clients. Thanks for sharing this with me." (North Carolina) "Thanks for all your help [Robiny]! You are all so nice and helpful always! I appreciate the relationship! Have a wonderful weekend! Phyllis" ~ Phyllis L. (North Carolina) "He knows the market, knows the products and can recommend the best fit, and the best commission products too! That's what I like. And he can tell you if the best is hard to get issued too. That's the level of assistance that separates the Brokerage Resource support from the size of the contract. I have done all the steps in the business myself so I really appreciate a support manager that has analyzed all the options and directs me to the best solution." ~ Steve W. (North Carolina) "Mark, Thank you. As always you and the Brokerage Resource have again come through with flying colors. I have signed up for 24 hours of classes. Regards, Mike" ~ Michael B. (North Carolina) "Sam, if ever you are in California, I will buy you lunch. I truly appreciate your follow-up and support." ~ Dolores M. (California) |
"Thank you, Sam - as always, you're the best!" ~ Arthur R. (New York)
"Sam, thank you very much for working this issue. The McCrary family is very appreciative, and so am I. Mutual of Omaha is to be commended for offering to re-instate. Amanda and Ray are obviously very good people. Hats off!" ~ Frank D. (North Carolina) "Thank you so much, Carolyn! These are great! We appreciate you!" ~ Holly H. (North Carolina) "The Brokerage [Resource] Leads are great because they are free. If you call all the numbers given within the proper time frame of their age and use proper telephone appointment setting techniques, they are as good as or better than any that you pay for when you use the internet lead companies on the net." ~ Tony H. (South Carolina) "OUTSTANDING RESEARCH, Miss Carolyn!!! Thanks AGAIN!!!" ~ Bob V. (Kentucky) "Great presentation by Rob, and VERY IMPRESSIVE online material for prospects!" ~ Bob V. (Kentucky) "Sam, very good webinar with lots of substantive, usable material. Excellent points regarding re-insurers." ~ Alex C. (North Carolina) "Carolyn, Thank you so much for putting this together for me. It gives me focus and a plan to follow. I am working on things little by little and will keep you updated as I make progress. Please have a great day." ~ Robin L. (Texas) "Thanks Carolyn, I appreciate your follow up and keeping your promise. First class and something you don’t find in people these days. I’m making good progress on the website. I should have a finished draft on Monday and I’ll open it up for your review and comments. Enjoy this Passover and Easter weekend. May God bless you and all those that you love." ~ Kirk N. (Tennessee) |
"Health issues are causing me to finally have to retire and concentrate on life now. |
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“I have been with The Brokerage Resource for 17 years. I love Mutual of Omaha and love The Brokerage Resource, and I appreciate the regular checkups from you! I am happy as a clam!” -William “Bill" M. (North Carolina)
"Cassandra, thank you for the professional manner that you handled my call today! It was my pleasure visiting with you! Merry Christmas to you and your family! Kindest Regards, David C. p.s. the beaches are wonderful. :)" ~ David C. (Florida) "Jimmy, Received your message, and yes, Jenny H. policy was issued. She left me a VM last Friday indicating that she had received her policy and the numbers matched up with what I had provided her. I appreciate your help on this case! Couldn’t have written it without your assistance! Thanks!" ~ Howard R. (North Carolina) “Jimmy, you are my favorite person to work with in this business” ~ Linda M. (Georgia) "Thank you for your quick response. I am loving this relationship." ~ Debbie H. (North Carolina) |
"Thank you so much Carolyn. You have been a huge help to me. This kind of stuff would have taken me days." ~ Nichole C-S. (North Carolina)
"Thank you, Carolyn. Came just in time to quote a client. " ~ Alvin P. (California) "Thanks. Sam – great team you have there!" ~ Bryan S. (Illinois) "Thank you so much Carolyn. Did I mention you guys rule? Have a great weekend." ~ Myers G. (North Carolina) "Jimmy, I think I followed your instructions correctly......hope so! And if you ever need a good reference, you’ve got it......after going to a gal at the senior center who was supposed to be helping people with all this (very inept....on the computer and otherwise).......and all the phone calls I made to finally get to you......and then you were a breath of fresh air....so very helpful......you made my day! (A day that started with deep depression, agony and woe!) Thank you so very much!" - Carolyn G. (North Carolina) "Amazing, Carolyn! Thank you so much for these." ~ Susan K. (Pennsylvania) |
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"Enjoyed the webinar very much. It was to the point and short enough to hold our interest." ~ Marlene M. (North Carolina)
"Great job, Paul. Glad I hooked up with you all at BR. I need training and you guys provide. Thanks for all. Andy." ~ Andy T. (North Carolina) "With your fine assistance WE definitely kicked some life insurance A-- back in the day, Robiny. Thanks for your efforts in providing me with this information. Now I need the PERFECT Indexed UL conversion product, Bruce!!! Let's write some more business!! You guys rock!" ~ Mike C. (North Carolina) "Robiny, You are, without a doubt, the most responsive person I have ever dealt with in any FMO. I really appreciate you and I hope your group does also. Thanks again, Greg" ~ Greg P. (North Carolina) |
"I do, partners like you make it so much easier. Thank you!!!" ~ Jerome A. (Oklahoma)
"You have been an informative source of my information, without being pushy. And I don't take a lot of people in." ~ Bryan K. (Georgia) "Robiny, Thank you for your patience with me. I am just finishing a very busy tax season and trying to get up to date with my financial services business. As far as I know I haven't requested any company appointments through The Brokerage Resource. The only thing I did was submit my license information to SureLC. I will be on the computer today to see what i can get done. I have been very impressed with Mark's persistence. He seems like he would be a good person to work with." ~ John B. (California) |
"Sam, thank you so much for having these very informative webinars. As a new agent these are very helpful to me. I would also like to complement your staff for keeping them short and to the point. Keep up the good work. It is a pleasure to be a part of this team." ~ Jean D. (North Carolina) |
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"Mark, Thank you for all of your help submitting business today." ~ Ricky S. (North Carolina)
"Jimmy; Carolyn helped me get the first batch of 50 leads today. What a struggle it is for me. Something unknown would not allow me to download the generated list. She is awesome." ~ Brian J. (California) "Michelle has been talking with Robiny, who is wonderful." ~ Pat D. (Alabama) "Thank you for getting this done for me. I really appreciate it. Steve." ~ Steven M. (Pennsylvania) "Thanks Jimmy. You’re the best!" ~ April H. (Kentucky) |
"Once again Mark, thank you so much." ~ Jerry S. (North Carolina)
"Excellent! Thanks, Carolyn." ~ David H. (North Carolina) "Got it, Carolyn! Thanks for the help. I am gonna knock on some of these doors once this rain moves out. Have a great week!" ~ John P. (North Carolina) "I love working with you and the team so professional and always eager to help! Thanks, Phyllis" ~ Phyllis L. (North Carolina) "Thanks to you and Cassandra, I believe this will be a great addition to my agency! - Thanks again! Steve" ~ Steve R. (Nebraska) |