Institutional Services - Skilled in the Art of the SterlingBridge Solution


In the increasingly competitive world of insurance services, brokers are under more pressure than ever to issue tailored policies for their high net worth clients. SterlingBridge helps sharpen your edge in this competitive market by bringing you the Art of Underwriting with our talented team of inbound wholesalers. Our concierge-level service includes policy holder security and a dedicated help line that you can call for extra personal service. Our wholesalers will walk you through the SterlingBridge process step-by-step, from before you begin, through the complexities of a case to extensive follow-up. This platform provides brokers access to full-service customer support from our staffed, licensed and knowledgeable team of representatives in 50 states.


SterlingBridge’s Team of Inbound Wholesalers Provides:

  • FAs with sales support through “a team of experts” approach
  • Advanced planning and case design expertise
  • Underwriting, carrier selection, and placement knowledge
  • Life insurance design solutions that are suitable for achieving your objectives
  • Assistance to FAs in understanding the impact of all recommendations
  • An insight into SterlingBridge’s Core Services such as jumbo case
    design, quick quotes, pricing of premiums with underwriting offers,
    and understanding carriers’ capacity
Institutional Services