Sponsored case partnerships for collaborative production
A collaborative production program connecting qualified annuity opportunities with appropriately licensed producers, brokerage relationships, required case software, training, case support, and defined participation economics.
Program design
How Sponsored Case Partnerships work
The program is designed to bring together the right opportunity, producer, software, and support to execute annuity cases through participating brokerage relationships.
Collaborative production model
Qualified annuity opportunities are matched with appropriately licensed producers and supported by brokerage relationships, case software, and training.
Required case software included
Ansurex is the required operating software for case workflow, allocation, compliance documentation, and case support.
Case support and coordination
The program includes case support, advanced-market review, and coordination with participating brokerage relationships to help cases move efficiently.
Defined participation economics
Participation arrangements are customized by scope, responsibility, licensing, and contract. Economics vary by program and producer role.
Potential economics
Production opportunities
Sponsored Case Partnerships are designed to create production and commission opportunities through several potential arrangements. Actual economics vary by program, licensing, carrier, and contract.
- Commission splits
- Sponsored case arrangements
- Brokerage placement
- Production overrides
- Advanced-market participation
- Case-partnership revenue
Explore Sponsored Case Partnerships
Tell us about your agency, IMO, or producer capacity. We will review program fit and participation options.