Skip to content

Our Services

Mettle Insurance crafts our business model and services to align with the unique processes of the advisors we serve. Whether you are a wealth advisor, property and casualty producer, life insurance agent, or benefits consultant we have the expertise and technology to work within the context of your industry. Our goal is to deepen your client relationships and business profitability without adding to your workload.

We are proud of our creativity, objectivity, and due diligence. These are reflected in the breadth of services we deliver, the methodology we use in selecting the carriers and products we represent, and the extensive knowledge base we have developed and continuously update to bring cutting edge solutions to the marketplace:

  • Carriers and products are subject to continuous review for both competitiveness and financial stability. We employ independent rating services to assure objectivity and expertise in the solutions we present.
  • Our underwriting expertise is broad-based and incorporates the skills needed to deal effectively on behalf of clients who may have complex health and financial underwriting situations.
  • Our planning skills include a deep understanding of family protection needs, complex planning techniques for estate protection, legacy planning, special needs situations, foreign nationals planning, and benefits planning for the highly compensated.
  • We also offer point of sale assistance to advisors who may want additional assistance during client presentations.

Our overarching goal is to harmonize our services with the very specific needs of each producer.

Please click here to learn more

orange triangle