About Efinancial
Formed in 2001, Efinancial is a premier Master General Agency, providing service and support to life insurance and annuity producers across the United States. We’ve built a reputation as a select partner in the industry for independent agents and agencies by giving them the resources to focus on their business. Backed by over a decade of industry experience and expertise, Efinancial Brokerage maintains a high standard of service to our producers.
Why Efinancial
When looking for a MGA to partner with, Efinancial Brokerage is the smart choice.
We know what you expect when it comes to working with a MGA and we strive to give you the resources you need to make your business grow.
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Technology: Our customer relationship management system, ALISS, streamlines your workflow and cultivates efficient and accurate communication among you, the carrier, and your client. Also, quickly access quote engines, carrier forms, and underwriting information.
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Support: Our case management and support team are responsive to your needs and willing to share their insight on the life insurance industry. Whether you need advice on products or help to get a case through underwriting and placed, we’ll be there to guide you.
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Training: We grow as you grow. By providing agents with the sales training and knowledge needed to develop strong selling strategies and to integrate effective processes, we are able to foster a relationship that is beneficial to all involved.
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Products: With our life insurance product portfolio, you can provide your clients with complete life coverage from the nation’s top carriers. Product types include: Competitive Term, Simplified Issue, Final Expense, Universal Life, and Annuities.