Webinar Replay

10 Things to Know About Ash Brokerage

On-Demand Replay

Technology is critical to your role as a modern financial advisor. Through our partnership with Ash Brokerage, you’ll have access to premier digital tools that were specifically created to make doing insurance business easier. And it all starts with our new Producer Portal, rolling out May 6.

Join us for a brief webinar as we walk through the platform and highlight some exciting features, including:

  • Pre-underwriting tools that will help you get your cases on track, right out of the gate
  • Reporting capabilities to support your business objectives
  • e-Apps, online commission statements and other digital platforms to get business done faster and cheaper

As always, new technology is only an enhancement – never a replacement – to your caring support team. And change is never easy. But, you’ll quickly see how the new Producer Portal will be a true asset to your business. Register now and bring your entire team so you can be the first to see these new tools!

About the Speaker


Matt McAvoy, your fearless leader, will be your host for the webinar. Matt will guide you through the decisions that have been made and how they are truly with your best interest at heart. Matt has one simple goal: partnering with you to help you work towards protecting your client's financial dreams.

Nikki Parker has been with Ash Brokerage since 2007 and has done it all. As VP of sales operations, she supports numerous aspects of your business - from the time a case comes in the door until you get paid. Nikki also plays a key role in our carrier and vendor relationships, and has been involved in the Target Insurance Services partnership since inception. No matter the problem, she works to create and execute strategic and purposeful solutions with others’ needs in mind.

Webinar Materials

Presentation Slides

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Additional Materials

Online Contracting Overview

The information from carriers is not always communicated to us in a timely fashion. As a result, you will receive additional updates on time-sensitive information. In addition, be sure to check our website periodically. Product availability and features may vary by state. 

Prior to soliciting business, be certain you are appropriately licensed with your state, appointed with the insurer and the product has been approved for sale by the insurer in that state.