Crump Life
Insurance Services.
Big “I” members have access to Crump’s relationships with multiple insurance carriers to provide you with a competitive advantage in the marketplace.
Crump offers access to a wide range of carriers and products, an unbiased approach and industry-leading sales strategies—designed to help you deliver solutions for your clients and grow your business, one relationship at a time.
Boutique Support Backed by Industry Power.
Crump Life Insurance Services is the industry’s leading insurance outsourcing organization and is committed to providing premier service to support you and your clients’ needs. The relationship offers you access to life, annuity, long-term care, critical care, and disability insurance products, dedicated sales and case management contacts, and an industry-leading website.
About Crump.
Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products, is part of Truist Insurance Holdings, Inc., the seventh largest insurance broker in the world.*
Crump supports the distribution of traditional and variable life, annuity, long term care, linked benefits, disability, and health products with the industry’s premier sales and back-office support and technology services.
Crump’s position in the industry as one of the largest insurance brokerage organizations and the breadth of services enable them to use their size and scope to your advantage.
But, it is not just the size of Crump’s organization that matters. They approach your business as a team that offers boutique service with an army of resources behind you. Their dedicated insurance professionals focus exclusively on providing sales and service expertise and are singularly focused on delivering the high-touch approach you need to grow your business, one client relationship at a time. A wide selection of manufacturers and products, an unbiased approach, and industry-leading sales ideas enable Crump to offer appropriate insurance solutions for your clients.
While Crump has access to many top insurance carriers, they closely partner with a subset of those carriers to bring to market a product suite with the depth and breadth necessary to meet almost any client need. Not being limited by products allows you to maintain objectivity while presenting a strategy to your client
Specifically, Crump offers expertise to help with your complex cases, including:
- An underwriting staff with more than 500 years of collective experience in the impaired risk marketplace
- A team of advanced sales associates with more than 140 years of collective industry experience – including:
- Attorneys,
- Certified Financial Planners™ (CFP®),
- Chartered Financial Consultants® (ChFC®), and
- Chartered Life Underwriters® (CLU®)
Crump’s underwriters are well-versed in the available carrier niches and programs and have strong carrier underwriter relationships. Additionally, all advisors working with Crump have access to their leading-edge support and services, carrier and product intelligence, and assistance in implementing planning strategies that incorporate life insurance.
To contact Crump, please call 800.692.7307.
* Source: Business Insurance magazine, using 2019 brokerage revenue generated, 2020 issue
How to Get considered:
- Go to Big “I”Alliance Blue, then to Offline Products, and select Crump. Click on “Request a Quote” to begin the electronic record. This starts the Crump Registration process. (Please note that you are not actually requesting a quote.)
- Complete the information as requested on the Quote Request Wizard screen. ENTER YOUR AGENCY NAME & ADDRESS AS THE CLIENT, as you are actually the client in this case. Click Next.
- Continue through the Quote Request Wizard Screen. On Underwriting Information: Step 4, print the Producer agreement and Assignment of Commissions form.
- On Confirmation: Step 5, click submit to confirm the quote request, which will alert Crump of your interest.
- Complete and upload the Producer Agreement for both the individual and the agency, the Assignment of Commissions form, W-9 for both the individual and entity, proof of E&O coverage and copies of life/health licenses for the individual and entity.
What Happens Next?
Crump will review your Producer Agreement and contact you if additional clarification or information is needed. Once you have provided the required information, you will be contacted via email with your Crump agent ID and password. Crump will also obtain all information necessary for your appointment to the appropriate carrier.
Once you are in receipt of your login information from Crump, you will be directed to complete an Anti-Money Laundering training program, which is available at no cost and online. Once you’re set up, you will have access to all forms of individual life insurance, individual disability insurance, individual long-term care insurance and fixed annuities, as well as the planning expertise that accompanies these product solutions.
Contact Christine Munoz at 800-848-4401 or christine.munoz@iiaba.net with questions.
