Brokers

In our industry, we all share a common goal of protecting families. And the more closely we work with applicants, the more personal that goal becomes.

If you’re a broker or direct marketer, you know this all too well.

After all, applicants put their trust in you to guide them through one of the most personal decisions they’ll ever make – how to provide for their families after they’re gone. They’re relying on your expertise to give them peace of mind.

And throughout the application process, you get to know your clients. You learn about the lives of the families you’re helping to protect. You realize first-hand that this business isn’t just about selling policies…

…It’s about securing futures.

At ExamOne, we not only value your business – we value your relationships with your clients. And we recognize the important role we play in strengthening those relationships. A positive exam experience will inspire clients’ confidence in doing business with you… and in choosing you to help secure their families’ futures.

ExamOne’s goal is to serve as a trusted partner for brokers and direct marketers throughout the insurance examination process. That’s why we are dedicating a new resource section on our blog to you.  We’ll show you how we can help even more.

This new resource will help you:

-Learn about the innovative tools and services we’ve designed to cater to your business needs,

-Get to know the dedicated team members who will be there for you every step of the way, and

Discover ExamOne’s commitment to providing the highest-quality paramedical services in the industry.

Can’t wait for our next post to learn more? Connect with our brokerage and direct marketing experts.

Let us be your extended new business team

by Katie Palka on December 1, 2017

Our Brokerage Sales team is committed to growing your business and the applicant’s experience. We look forward to working with you and your organization this year. Feel free to contact our dedicated team for more information.

 

Melanie-headshot-cropMelanie Carter | Vice President, Sales

Melanie has been an active professional in the insurance industry, servicing the paramedical needs for brokerage and home office clients for over 20 years. Since ExamOne’s acquisition of Superior Mobile Medics in 2015, Melanie oversees the Distribution, IMO/Brokerage and Direct Market sales channels. Melanie has held a variety of positions in her tenure, including COO and Sr. VP of Sales and Marketing. Since transitioning into her current role, Melanie works closely with the executive team on current company objectives and strategic planning as well as leading the sales team to achieve their goals. In her free time, she enjoys her grandchildren, traveling and outdoors adventures with her family.

 

Brian Barnes | Strategic Account Executive

Brian has over fifteen years’ experience in the life insurance space, working for premier data collection and software vendors. This involvement combined with almost a decade of producer experience as a financial advisor, specializing in wealth management, estate and retirement planning brings unique insights to his clients. In his free time, Brian enjoys running, reading and catching up on his favorite series on AMC.

 

 

 

AndrewSutton-headshotAndrew Sutton | Strategic Account Executive

Since starting with ExamOne nine years ago as a Producer sales representative, Andrew has held various sales roles. His experience in working with multiple channels gives him valuable insight into client solutions that will improve their business and the applicant’s experience. Now Andrew works directly with brokerages across the country helping them increase their placement ratios. When not working, he can be found golfing or kayak fishing in La Jolla, CA.

 

 

 

 

morganMorgan Van Lare | Strategic Account Executive

Morgan started with ExamOne in 2012 as a Producer sales representative in the Rochester, NY office before she began supporting our large national accounts. Morgan has had the chance to work closely with many carriers, and technology firms, as well as hundreds of brokerage clients and direct marketers in the independent distribution channel.  Morgan graduated from Canisius College with a Bachelor of Arts in Psychology. In her free time, she enjoys animal rescue fostering, downhill skiing & practicing yoga.

 

 

 

Kevin Mahr | Strategic Account Executive

Since starting with ExamOne in 2013 Kevin has held various sales roles at our home office in Kansas City.  Prior to joining the Brokerage Sales Team, Kevin has managed the ExamOne Inside Producer Sales Team. His experience working in multiple channels, understanding the needs of producer agents nationwide, and strong sales and customer service background help to provide a concierge level of service for brokerages across the country.  Kevin received a Bachelor of Science degree in Journalism, emphasis in Strategic Communication, and a Minor in Business from the University of Kansas.  When not working, he can be found watching the Jayhawks, Chiefs and Royals or traveling.

 

Lauren HungLauren Hung | Strategic Account Representative

Lauren has been with ExamOne for six years marketing to producers in Hawaii. Recently she joined the brokerage sales team in addition to her existing responsibilities. Her strong business relationship skills has helped her transition successfully to new role. She enjoys helping clients with our solutions. Taking care of her clients and a toddler keep her busy.

 

 

 

Your dedicated Account Representative

You’ll know their name by heart. At ExamOne Superior Solutions, you will have access to a trusted and dedicated account representative who supports all of your business throughout the country and will work closely with you on any special cases. You are assured a consistent experience for your clients, giving you peace of mind that your business will be processed professionally and accurately.

How we can help: Committed to professional service

October 24, 2017 #Committed2 You

How we can help – our commitment to professional service When you order exams for your insurance applicants, you deserve to feel confident about the whole process. Easy scheduling, informative updates, and a professional exam experience for your clients are of the utmost importance. At ExamOne Superior Solutions, our team of customer service professionals stands […]

Read the full article →