Generate more leads, close more sales, retain more business.
We’re here to make your life easier…
At LM Financial our mission is to help agencies and brokers grow their business. We are dedicated to servicing, supporting, and empowering our agents to ensure success. In our long history of working in the Medicare market, we know that as an independent agent having a support system is essential for growing your business.
Quoting System
Our easy-to-use quoting engine allows you to Quote and enroll your clients in one platform.
Leads
Lead opportunities to to expand your book of business.
Business Planning
Our account specialists know your target market. We help you set and crush your goals through individualized business plans.
Application Processing
Our enrollment specialists quickly and accurately process your applications, check certifications, and get paperwork to the carrier quickly & correctly.
Bonus Offerings
Unique carrier incentive programs with exciting trips and giveaways, bonus cash, and marketing dollar opportunities.
Back Office Support
We take care of the administrative tasks so you have more time to sell.
Training
Good training is the foundation of any profession. Get access to industry leading training virtually and in person to stay at the top of your game.
Marketing Assistance
Unique carrier incentive programs with exciting trips and giveaways, bonus cash, and marketing dollar opportunities.
E & O
Contact us to learn more about our E&O programs.
Get contracted with LM Financial today