2360 Boy Scout Road
Clearwater, FL 33763

Case Status | Life Brokerage Financial Group

One of the many tools offered by Life Brokerage Financial Group is our case status inquiry tool   This tool enables each of our licensed independent insurance agents to access their current pending and past business 24/7.  Whether checking on a current progress or running reports on past business, you are able to view each case submitted as well as all correspondence between Life Brokerage case managers and the insurance carrier.

When you submit a case to Life Brokerage, one of our experienced case managers will enter the case into our case management system.  From start to finish, all of your fixed life, fixed annuity, LTC or DI business will reside on our systems. Upon successfully logging into our system, by clicking “access case status”, you are able to query our system for line of business (Life/Annuity/LTC/DI), status type (in progress/placed/not placed), App type (formal/informal) or by clients name.
By choosing the case you are looking for, the case details, requirements, comments and all policy information is available to you.  If at any time you would like to send your case manager an email or simply give us a call to discuss your case, we are here to service you and your business.

Click Here to Check Your Case Status

If you have any trouble logging in above please contact Heather | 727-216-2013 ext. 430This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact Us

Holly Bessell

Reception\Brokerage Case Management

727-791-9080 ext.400

Naomi Stekol

Brokerage Case Management