Questions?
or call
(803) 324-6606
We work
for you
Partner with an agency that cares for your business as much as you care for your clients
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About the
Wealth Alliance Group
team
Modern software and industry-best service paired with local support.
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We believe in building lasting relationships -- with both agents and clients. If you are looking for an insurance agency that will listen to your needs, and concerns, and provide outstanding service then look no further. We treat you the same way that you would treat your clients.
As the agency principal, my guiding principal is to remain humble and approachable. We help agents simplify complex insurance concepts and terminology, so that prospects can fully understand their options and make informed decisions that align with their unique circumstances. We look forward to working with you.
Kevin Brown
,
Agency Principal
Your tech advantage
Run your entire business from a single Medicare-specific platform
Drive prospects through custom landing pages
Manage prospects in a Medicare-specific CRM
Reduce double-entry with integrated quote & enroll
Track contracts & commissions
8h
saved per week
Your marketing agency
Automate prospecting and client retention
Design white-labeled digital and print media
Craft and execute growth campaigns
Automatically send cards and newsletters to clients
20%
digital conversion rates
Your local community
Train and work with agents near you
Train with experts on everything from the basics to D-SNP and C-SNP plans
Get marketing tips specific to your region
Build relationships with hundreds of other agents
2,000+
Medicare agents supported
Your service team
Offload your administrative work to a team of healthcare navigators
Save your headache by assigning service tasks
Improve retention by helping clients use their plan
Make ever interaction a referral opportunity
70,000+
members supported
How we compare
Contact us if you want a trusted partner with modern software and local touch
Everyone else
Carrier contracts
Training & events
Stand-alone quote & enroll
Us
Carrier contracts
Stand-alone quote & enroll
Automate client engagement
Integrated quote & enroll
Transparent commissions
Open release policy