Depending on our clients’ level of experience, amount of in house resources and expertise, as well as current fee structure, Southcap offers two distinct service platforms.  Whether we are working with a fee-based adviser, fee only adviser, property/casualty brokerage firm, or national bank, we have the platform and resources to customize a service plan that suits our client’s objectives and capabilities.

Brokerage

Our Brokerage platform is especially designed to give our advisors the ability to interact with clients on their own, while still providing efficient, back office support with the following:

Medical Underwriting
Case Design
Carrier Negotiation
Market Updates
Product Education

Private Client

Our Private Client platform is specifically built to accommodate high net worth clients in every aspect of the insurance planning:

Presentation Assistance
Application Fulfillment
Collaboration with Tax & Legal Counsel
Medical Underwriting
Case Design
Carrier Negotiation
Market Updates
Product Education