Suited Insurance Services connects beneficiaries across the country with licensed industry experts!
The Suited Team believes there is not a one size fits all solution for each individual, and often times we can support our clients needs best by taking a holistic approach to products offered.
With a heavy hand in SaaS Platforms enhancements over the last few years, our CEO takes pride in our forward thinking, solution oriented approach to the technology we provide.
Nothing is worse than contemplating returning to Carrier Portals or paper apps because your RTS is down again!
Our proven history of solving the most complex RTS issues in the industry partnered with an incredible contracting team, Suited Insurance Services provides top tier contracting support from initiation, throughout agents daily workflow.
Our research shows that a well serviced beneficiary retains better than a well "sold" one.
Client experience is at the forefront of our model. Behind the scenes we dig into trackable metrics to help you improve the client experience whether your client is an agent, or you are the agent servicing beneficiaries.
Suited Insurance Services is delighted to Partner with its Sister Company, Reyna Data LLC
to provide tailored technology solutions and agency consulting whomever your upline.
Our CEO has partnered with Monolith Mortgage, creating a proprietary networking platform for licensed individuals to connect, exchange leads, and gain additional support in their specialties.
MPRO365 will be available to the general public October of 2024!
Suited Insurance Services believes that each individuals needs have customizable solutions. Simply put, we are an Insurance Agency, but behind the scenes we are all so much more.
Suited ensures with the proper technology and partnerships in place, we can streamline the experience for all parties navigating the system. While improving the client experience is top of mind, we also provide tools and resources to highlight our dedication to simplifying processes supporting in all areas of compliance.
We provide simple solutions with the ability to customize to the needs of Agents, Agency's and the Beneficiaries our Industry passionately services.
Our vision is to recreate the perception on data within the agent community by improving transparency, and providing the tools and resources needed to analyze book of business.
We've seen that by providing a better understanding of unique client needs through a streamline and trackable workflow, we can support an increase in Client Retention, and a significant decrease in compliance concerns.
Allison Colby (805) 469-0520 info@suitedinsuranceservices.com CA License Number - 4082990
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