Business Support You Can Count On
Helping Your Business Thrive With Confidence
Business Support Services We Provide
Supporting Our AgentsProduct Support on Demand
Whether it's a question about a Medicare Special Election Period, product benefits, or life insurance case design, we're here for you. Reach us by phone, email, or through the agent portal and get real answers when you need them. No more waiting days like with a traditional FMO.
Case Tracking
You should be out serving clients, not chasing down pending business. At Windermere, we handle the heavy lifting. Our team tracks your cases, alerts you to any pending requirements, and even gathers electronic signatures when needed. When something’s missing, we make it easy.
Contracting Without the Headaches
Getting contracted shouldn’t feel like pulling teeth. At Windermere, we streamline the process so you can get appointed faster without the back-and-forth or radio silence. Our team manages carrier paperwork, tracks statuses, and keeps you informed every step of the way. Whether you're onboarding with one carrier or ten, we make it simple, fast, and frustration-free.
Coaching & Business Strategy
You’re not just an agent, you’re building a business. That’s why we offer strategic coaching tailored to your goals. Whether you're looking to scale, recruit, or diversify into new markets, our team helps you map a path forward. From refining your value proposition to building efficient workflows, we partner with you to grow with intention, not guesswork.
Training for Every Experience Level
Whether you’re just starting out or a seasoned producer looking to sharpen your edge, we’ve got training that meets you where you are. Our curriculum includes onboarding for new agents, carrier-specific product training, compliance refreshers, and advanced business-building workshops. Available live and on-demand, so you can train on your schedule and never feel behind.
Commission Support and Transparency
No more guessing games about what got paid or why something didn’t. Our commission team is here to ensure you’re paid accurately and on time with full visibility. We help you track pending commissions, understand carrier timelines, and resolve issues fast. You focus on production; we’ll make sure the compensation side runs smoothly.
Start Getting Supported Today!
Independent agents deserve the best. Join Windermere Financial today and start receiving the best business support in the business. Getting started is easy!
Get Started