Everything You Need to Succeed
From industry-leading commissions to cutting-edge technology, we provide the complete toolkit for building a thriving insurance practice.
Core Features
The foundation for your success, backed by industry expertise and innovative technology.
Industry-Leading Commissions
Maximize your earning potential with our competitive commission structure designed to reward your hard work.
- Competitive contracts
- Payments paid directly from the carrier
- Fast direct deposit payments
- Transparent commission statements
Compliance & Licensing Support
Stay compliant effortlessly with our automated tracking systems and expert guidance.
- Automated license expiration alerts
- CE credit tracking and reminders
- State-specific compliance guidance
- E&O insurance assistance
Professional Phone System
Present a professional image to clients with our full-featured VoIP phone system.
- Compliant call recording
- Professional hold music
- Mobile apps for iOS and Android
- SMS and MMS messaging
50+ Carrier Partners
Access the nation's top insurance carriers through a single relationship with Windermere.
- Life, health, and annuity carriers
- Medicare and ACA
- Final expense and burial insurance
- Ancillary and dental
Fast-Track Contracting
Get contracted and selling faster with our streamlined digital contracting process.
- Same-day contract submissions
- Digital signature workflows
- Real-time status tracking
- Dedicated contracting support
24/7 Dedicated Support
Get help when you need it from real people who understand your business.
- Phone, email, and chat support
- Dedicated agent success managers
- Case escalation assistance
- Policy service help desk
Powerful Technology Platform
Manage your entire business from one intuitive dashboard. Access everything you need, anywhere, anytime.
Real-Time Analytics
Track your production, commissions, and team performance with live dashboards.
Document Management
Access carrier forms, marketing materials, and compliance documents instantly.
Smart Notifications
Never miss a deadline with automated alerts for renewals, appointments, and compliance.
Mobile Access
Manage your business on-the-go with our fully responsive mobile experience.
Enterprise Grade Security
Your data is protected with enterprise-grade encryption and security protocols.
Multi-State Support
Easily manage licenses and appointments across all 50 states.
VoIP Phone System
Professional business phone with voicemail, call recording, and SMS messaging.
Client Communication
Built-in tools for email campaigns, text messaging, and client follow-ups.
Appointment Scheduling
Integrated calendar for managing client meetings and policy reviews.
Lead Management
Organize and track prospects from first contact to policy sale.
Why Choose Windermere?
See how we stack up against traditional FMOs and IMOs.
| Feature | Windermere | Others |
|---|---|---|
| Commission Levels | 100% street or higher | Often below street |
| Contracting Turnaround | Submitted same day | 1-2 weeks |
| Support Availability | 24/7 Support | Business hours only |
| Agent Portal | Full-featured platform | Basic or none |
| Training Resources | Comprehensive library | Limited |
| Release Policy | No restrictions | Often restricted |
Earn More
Our agents earn more thanks to our competitive commission structure and marketing programs.
Save Time
Automated workflows and streamlined processes mean you spend less time on paperwork and more time selling.
Grow Faster
Access to 50+ carriers, marketing tools, and concierge support helps you scale your business quickly.
Ready to Elevate Your Career?
Join hundreds of successful agents who have transformed their business with Windermere Financial.