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As an insurance producer and business owner, you know all too well the demands on your time. There needs to be a balance between administrative tasks, customer service, sales, and family time! Many agents find themselves juggling even more with developing marketing material, tracking down commissions, following up with carriers on applications, and so on. We think there is a better way. We partner with the nation’s leading FMO to provide our agents with a mobile optimized web-based agent portal where administrative tasks are streamlined, and processes consolidated to one simple, easy to use system of record. Our agent portal provides access to a customized CRM, lead tracking, commission portal, training content, marketing material point of contact, application submission portal, and so much more. This is what truly sets us apart from the competition!

Lastly, and this is what instantly catches the eye of most agents… We believe in our training, our systems, and our processes so much that we are willing to invest in our agents where it counts. Marketing and advertising initiatives often take a significant capital investment to get an agent or agency off the ground. At Greystone Insurance, we help offset our agents out of pocket expenses by offering to co-op their marketing and advertising expenses at 50%. Meaning for every $1 that you invest, so will we. Not only that, but we will help design and produce your ads, emails, and brochures all tailored to your specific needs. All at no cost to you.