SterlingBridge Services

SterlingBridge’s telephone and internet Financial Advisor support model is our business model. We provide a full range of broker help desk services, including comprehensive underwriting, unique informal and formal new business submissions processes, carrier product knowledge, and advanced case design working with Wirehouses.

SterlingBridge allows brokers to cater to high net worth clients with a “white glove” approach and provides quick turnaround times with exceptional results. Our specialized underwriting process consists of submitting the entire case the right way the first time. Our internal wholesalers guide the FA through the quoting, design, underwriting and case management functions. It’s what differentiates us from all other Insurance Distributors.

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