The Excelsior Advantage
Superior support meets the tech you expect.
Your Multi-line Brokerage
Group Market
High-touch services from start to finish
Carrier-specific training in local markets
Individual Market
Consultative support to enhance your business
Customized solutions for each of your clients
Earn Your Escape to Banff
“Canada’s Castle in the Rockies”
Need some WOW?
UnitedHealthcare A20h! Rewards
Calling All A-Listers!
Senior Supplemental Contest
Enhanced Services for More Success
Service is only as good as the team behind it. Excelsior offers a unique and sophisticated range of services to help you thrive.
Learn more by choosing your market.
Exclusive, Low-Cost Leads to Engage the Senior Market
Don’t waste time on leads that have already been distributed. We offer leads at a fraction of the cost!*
*Excelsior works with vendors who have advised that the leads they sell to us will not be sold to another client. We use our enterprise-wide bargaining power to negotiate competitive prices for leads that are often less expensive than can be acquired individually.
Education that Drives Growth
Take part in carrier-specific and experiential training to maximize your group market sales. Learn effective and compliant cross-selling techniques to potentially double or triple your revenue in the senior market.
Tech to Enable Your Success
Gain access to our unique technology stack tailored to your chosen market. Senior quotes are delivered in real-time based on your carrier appointments. Group quotes are executed within 24 hours of receipt.
Enroll with Greater Ease
Whether you’re selling in the senior or group market,
our superior services can help you close the deal!
Choose a market to learn more about our enrollment services.