From the moment you pick up the phone and call us for a tentative quote, to the moment the case is submitted to the carrier, Joline Associates will be building the ideal plan for your client.
Our lengthy experience and relationships give you the advantages needed to provide your clients with the exact plans they desire. Our long term relationship with a leading estate and business planning law firm gives you access to attorneys who can discuss your cases with you. They are a huge asset to both you and us, and have provided the needed counsel to help place large and complicated cases. We provide their contact information upon request.
We Are Designers
The benefit of being an active leader in the brokerage community for over 30 years is that we have established trust and friendships with both our brokers and our carriers. Our positive and successful history has built communications that link our brokers and our carriers in such a way to make cases happen.
When you call, we listen – and when we call our carriers, they listen. Life is too short and complex to do it alone without cooperation, support and friends.
We Build Solid Relationships
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With Joline Associates you get the combined knowledge of a group of experts that will support your business and help you to expand. We have the business expertise necessary to ensure an overwhelmingly successful partnership.