Advisor Concierge Services

Highly Experienced Staff

Many of our staff have been with our company over 20 years and have processed as many as 100,000 applications each. They have attended many advanced underwriting and marketing training sessions so you can count on their expertise when working with your affluent client.

In-House Doctor

Our in-house doctor is available to help you place complicated impaired risk cases and give you a better understanding of your clients’ impairments. This will make you a more valuable advisor and help our team negotiate the most competitive rates for your affluent clients.

Quoteshop

This technology enables us to send your impaired risk cases to auction. All information is sent through a secure, HIPAA compliant data feed.

IntelliSheets®

We maintain a database of intelligent spreadsheets which allows you to sort through dozens of product and underwriting niches.

LifeTrends®

LifeTrends® Is an exclusive, analytical program we use to help you determine the best company and products for your customers. LifeTrends® maintains a database of hundreds of thousands of excel spreadsheets which compare almost any imaginable term or UL product so we can determine which product is the most competitive at any age, amount or underwriting class.

Advanced Underwriting Attorney

Our advanced underwriting attorney will consult with you regarding the structure and design of life insurance contracts so your client has the most tax efficient program available.

Access to over 100 Markets

Shaw American is a one-stop shop offering you access to the most competitive life, LTC and disability markets.

Shaw Assist

Our proprietary application process enables our in-house staff to complete all of the complicated paperwork in connection with applying for coverage. This relieves advisors of unnecessary complications and creates a more positive experience for the applicant, cutting 90% of the underwriting delays.

CE Classes

Shaw American offers advisors complimentary CE classes each year to satisfy all of your state requirements.

DocuSign®

DocuSign® is an exciting new technology which allows you and your applicant to sign with the click of a button on a PC or mobile device. Forms are instantaneously transmitted in an orderly fashion and routed through the insurance carriers’ systems.

ScriptCheck®

We have access to a pharmaceutical distributors’ database which is designed to give us your clients’ prescription histories up front. This eliminates most of the give and take between the customer and carrier which speeds up the process and provides a better customer experience.

Requirement Sync System

Our management system shakes hands with the carriers’ systems to ensure parties have up to date information.

Advanced Marketing Webinars

Our webinars keep you up to date on product, advanced underwriting and tax issues. They also help you hone your skills so your client advice is the most sophisticated and reliable.

Direct Dial Phone Lines

Save time and work more efficiently by skipping the switchboard. You may call any of our staff directly avoiding long delays on hold.

Mobile Shaw

Save this link to your mobile device, and you may run instantaneous term and GUL quotes. We have eliminated most of the input requirements so quotes may be run quickly and easily, anytime and anywhere.