More Than Just a BGA
We Help You Set Yourself Apart
Any BGA can offer you access to products. At National Brokerage Atlantic, we give you so much more.
Our life insurance distribution platform includes unique expertise and unrivaled market access for financial professionals serving affluent U.S. and international clientele. We support our advisors with the resources that allow them to provide their clients with a true white glove, concierge level of service, setting them apart in the marketplace.
Turnkey Solution
We know how valuable a potential client or center of influence relationship can be to an advisor. We will not let you miss that opportunity.
National Brokerage Atlantic seamlessly integrates case design, product selection, financial underwriting, and medical underwriting, to ensure our advisors are offering the best solution in the most frictionless manner to their clients.
And we don’t stop there. Our team is available to speak directly with the client and their legal, accounting, and financial advisors to answer any questions and help our advisors close cases.
Concierge Service
Comprehensive, Compliant Sales Process
Specialized Training & Education
Client Centric Marketing Materials
Seasoned Relationships with over 40 Carriers
Advanced Markets Experts
Skilled Underwriting Negotiators
Complete Case Packaging & Administration
Full Communication at Every Step
Underwriting & Back Office
A major challenge for advisors is the lack of resources for underwriting, case design, and other essential “back office” functions.
This is where National Brokerage Atlantic stands out.
We provide unparalleled support to streamline your back office operations. Our underwriting and case management teams handle each case with expertise and precision, ensuring your cases receive focused attention and delivering tailored solutions for your unique needs.
Our secure, encrypted case submission process protects your information. With multi-carrier pending and paid case reporting, you can easily track your cases. We offer 24/7 access to quotes and applications, allowing you to manage your insurance needs anytime, anywhere.
Our online licensing and carrier appointment services further simplify administrative tasks, so you can focus on what matters most.
Mobile & Easy to Use Technology
Technology is a major impediment to placing life insurance policies. Every part of the process, and each party involved, has its own technology or, in many cases, inadequate tech solutions.
That’s why we have developed a one-stop-shop technology solution for our advisors. Fully mobile and easy to use, our portal is the ultimate tool to help advisors at every part of the process of placing a life insurance policy.
Advanced Markets
Our comprehensive suite of services and product offerings caters to both commercial and private clients, providing top-tier solutions for sophisticated clients.
From specialized products such as private placement life insurance, to executive and corporate benefits programs, to serving international and foreign national clients, to premium finance options, we’ve got you covered.
Whether you require services from U.S.-domiciled or offshore carriers, our in-house team of experts is here to support you.