SterlingBridge – The Art of Underwriting

SterlingBridge, d/b/a name used by the Small Business Insurance Agency, Inc. (SBIA), focuses on the art of underwriting for brokers who serve the high net worth market. The SterlingBridge difference is its advanced underwriting and case design expertise based on clinical and insurance medical underwriting, extensive product knowledge and in-depth partner relationships. SterlingBridge presents brokers with a “white glove” approach from start to finish.

SterlingBridge allows brokers to cater to high net worth clients and provides quicker turnaround with better results. Our specialized underwriting process consists of submitting the entire case the right way the first time. This presents the client in the best light. Because of the full range of case packaging knowledge and great degree of up-front research, SterlingBridge has a very high informal to formal case ratio. We also have skilled negotiators to ensure that brokers obtain premier underwriting offers for their high net worth clients.

Carroll Enterprises, Inc. and SBIA developed SterlingBridge to continue its 30-year heritage of success joint-selling insurance with brokers and leading the market in being the first to provide teleunderwriting and e-signature offerings. SterlingBridge provides a full range of broker services, including comprehensive underwriting, unique informal and formal new business submissions processes, carrier and product knowledge, and advanced case design that allows for proper planning and proactive follow-up in a concierge-like manner.

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