Levinson Agents utilize the “I-Genius” Turn-Key Sales Platform to elevate their practice to the next level without any out-of-pocket cost.
Access a complete turn-key retail website that includes quote engines, health analyzer, lead capture features, client calculators, and social media integration!
Instant Underwriting Answers
Use a complete software platform in which agents can quickly enter complex medical information about a client and instantly receive the correct underwriting class & premium from multiple insurance carriers, even including substandard classes.
Sell While You
Access proprietary products and technology that allows your clients to quote, apply, obtain instant approval, and even print their policies right from your website. Check out how the “SWYS I-Genius Platform” can help your practice today!
This Lead generating platforms allows you to pair 50+ life/CI/DI/G-Issue & Annuity products with the country’s largest private college savings program. Deliver up to 1 free year of tuition at 400+ colleges and universities across the country, absolutely free of charge.
Top Agent Tools
Grow your sales by utilizing our many turn-key platforms and Apps designed for the insurance professional. Included in the program is our all-in-one agency automator CRM/ Email Marketing Tool, and our Mobile CRM App. Staying in front of your clients is key, so let us show you how to grow your sales by integrating these platforms today!
“I wanted to take a moment to share with you how grateful I am to have Amanda Montalvan’s support and expertise at my disposal. Being that life insurance is not the primary service I offer to clients, it would be nearly impossible to provide clients with adequate information in a timely manner had it not been for her advising me. She always responds promptly and makes me feel as though I’m the only agent she is working with. I have expressed gratitude to her on numerous occasion and she always accepts it with humility. I felt it important to make certain that you were aware of how priceless her assistance has been to my insurance business. Everyone at the Levinson home office has always been quite accommodating.”
“Cary I absolutely loved hearing you today and thought your messages were so true and meaningful, from your heart and inspiring. It did bring my back closer to my roots… we need to hear from you a little more. There aren’t too many that carry your passion, knowledge, and secrets for success. Thank you!!!”
“A long-time client of ours needed to insure his single life pension so we applied for life insurance and initially received a Table 2 offer due to an issue with an old echo cardiogram. After obtaining a detailed letter from his cardiologist regarding his good health, Amanda approached several different carriers with the case. A few declined to even make an offer, meanwhile one (American General) issued $300,000 of UL at a PREFERRED rate. Thank you Amanda and Cary Levinson & Associates for helping us help our client!”
“On behalf of my client and myself, I would like to take this opportunity to thank you for your diligence and profound professionalism in taking an extremely difficult and high risk case and seeing it thru to approval and implementation. As if it weren’t challenging enough, at every turn we were faced with new circumstances and nerve wrecking findings and yet you were able to persevere with the utmost patience and professionalism and for that I am grateful to you and Cary Levinson and Assoc. as a whole. The knowledge, creativity and expertise you and your associates possess is like no other agency I have worked with in my twenty years in the insurance industry! I look forward to working with you again in helping my clients achieve the peace of mind they are seeking in securing life insurance and helping to protect themselves and their families.”
“The team at Levinson is simply amazing! The knowledge and support they provide is just what an independent agent as myself needs! So happy to be working with them! Special thanks to Debra for being so kind and always willing to help!”
As a 10 year veteran in the mortgage protection field and since I have worked thousands of leads and several dozen lead sources, I can honestly say that this is the best lead program and these are some of the best leads I have ever seen, period. Really, these leads are fresh, responsive and exclusive. And frankly, the price point of the leads and the flexibility of the lead program make the ROI here phenomenal! So kudos, Levinson & Associates… What you have put together here is a clear winner, hands down.
Levinson in the News
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DocFast is transforming how the entire industry works. With DocFast, you can now quickly and securely deliver policies to your clients. Whether you are completing a product sale or looking to educate, cross-sell and up-sell, DocFast enables agents and advisors to optimize business opportunity and improve the consumer experience. Click Here to Learn More!
GREAT news! Securian Financial has launched a data feed from the Minnesota Life illustration system to our IUL Software Platform. Your client’s Minnesota Life illustration data will now flow directly into your IUL software reports – no typing needed. When you run a Minnesota Life illustration, you’ll have the option to export the illustration into your IUL software – Contact […]
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Thank you for making our 2019 Levinson Expo a Success!
Thank you for making our 2019 Levinson Expo a Success!