INSURANCE PROFESSIONALS FOR FINANCIAL ADVISORS
we work alongside you to provide the highest quality life, disability, and long-term care insurance and annuity plans
As leading independent insurance brokers, our professionals work alongside financial professionals, attorneys, and their clients to provide the highest quality life, disability, and long-term care insurance and annuity options available on the market. We do not manage money, we work alongside your client’s team of professionals.
Our team analyzes your client’s needs to identify any risks within their business or financial plan. Once risks are identified, we work closely with the nation’s largest providers to implement the strategy best suited to your client’s needs.
You can trust that we will always operate with 100% transparency, clearly presenting solutions to your clients so they are able to make a fully educated decision regarding their insurance needs.
Step-by-step we guide you and your clients, from the initial assessment all the way through the application and underwriting process.
WHY WORK WITH US?
independent insurance is important
why work with an independent insurance broker?
Tailored Plans
we never try to sell your client a plan or product they don’t need
Client Centered Focus
we will work within the framework of your client’s plan without regard to carrier or compensation
Assess Risk First
we will always objectively identify if risks exist before looking for a solution
Complete Coverage
provide objective and comprehensive insurance solutions
Our Culture
we promote, maintain, and attract a culture of honesty and integrity
WHY WORK WITH US?
independent insurance is important
Tailored Plans
we never try to sell your client a plan or product they don’t need
Client Centered Focus
we will work within the framework of your client’s plan without regard to carrier or compensation
Assess Risk First
we will always objectively identify if risks exist before looking for a solution
Complete Coverage
provide objective and comprehensive insurance solutions
Our Culture
we promote, maintain, and attract a culture of honesty and integrity
OUR PROVEN PROCESS
what you can expect
IDENTIFY RISK
We meet with your client and go over the risks and gaps in their current plan. We also evaluate their existing insurance.
CREATE SOLUTION
IMPLEMENT THE STRATEGY
We carefully discuss with your clients their options and work with them through the underwriting process.
ANNUAL REVIEW
what else can we provide
WE HOLD AN INSURANCE CONSULTANT’S LICENSE
The market is constantly changing. With that, so do the demands on insurance policies and the needs of clients. We understand the necessity of evaluating the performance of your client’s current insurance policies to ensure they are providing the most beneficial and comprehensive coverage. After analyzing the current policies, if any risks or issues are found, we will come up with a plan to restructure your client’s coverage to ensure maximized benefits.
MEET OUR
insurance strategists
MEET OUR
operational support
Justin Morehead
physicist
what our client’s say
testimonials
When identifying an insurance professional to work with, first and foremost among your criteria should be selecting someone with integrity and competency. Eryka and her team at CIS exhibit these characteristics in spades. I’ve worked with Eryka and CIS on dozens and dozens of cases and never once felt that she pushed a product that wasn’t a good fit for the client. Eryka knows her industry as well as anyone I’ve worked with and brings that expertise to bear for the benefit of her clients.
Thanks Shannon! We may be biased but we also think they are a pretty great team. You have no idea how appreciative Jena and I are of you spending this time with our teams to help educate them. We are doing our best to coach them to have deeper conversations with clients in an effort to make sure we are identifying all the risks in their life and not just ones that can be covered by P&C insurance but at the end of the day if they only have a surface level understanding (at best) of those risks it is hard for them to be identifying them with clients. This conversation definitely helped to open their eyes about how many types of products there are and that life insurance is not just a one size fits all approach! These conversations also help to demonstrate that Collaborative has the same values and beliefs as EN when it comes to how we engage with clients.
Shannon McNeil/Collaborative Insurance Solutions has assisted me with several clients over the last two years. Shannon’s level of expertise in selecting the most effective products and the best company to deliver those products at a preferred price, along with her personal touch, elevate the added value we deliver to our mutual clients. Once a referral is made, Shannon takes control of the process from beginning to end. However, she keeps us up do speed with weekly updates and will involve us in any communication that is necessary with our clients. Shannon has assisted our clients with many different insurance products and all have given her rave reviews!
Over the last 15 months I have had the pleasure of working with and getting to know Eryka Morehead, President of Collaborative Insurance Solutions. I’ve been in the insurance and financial services industry for over 30 years and in all my time and experience I’ve not seen the expertise and professionalism that Eryka and her team have provided to our firm’s clients. They excel in communication, follow-up and being sure we are always putting the clients wants and needs above anything else. As a fiduciary for the client I rest easy that Collaborative carries that same commitment in their business and with my clients. From the simplest of term cases to the most complex estate or business planning, I have complete assurance that we have chosen the best team for the insurance area of our practice.”
What impresses me most about Eryka and her team is the energy and drive to get things done. A meaningful plan requires a workable checklist, a timeline, and follow-through. Eryka’s clients enjoy her expertise and advocacy, and take comfort in knowing that the planning will get done well and in a timely manner.
CIS has proven to be a true partner when it comes to utilizing insurance solutions for our client’s needs. I can confidently present insurance solutions that meet my client’s specific situation because CIS is doing the necessary due diligence in the insurance marketplace. For example, knowing which company’s underwriting guidelines are going to be most favorable to the client, which riders will provide additional options to meet client needs, or which version of a product will provide the necessary coverage.
contact us
Visit Us
111 North 181st St, Suite 202, Elkhorn, NE 68022
Quick Contact
If you are a financial advisor and would like to learn more about how Collaborative Insurance Solutions can help your clients, please fill out the form below:
We work alongside you to provide the highest quality insurance policies for your clients.
we do insurance differently
You can trust that we will always operate with 100% transparency; clearly presenting the solutions that fulfill your client’s needs so they are able to make a fully educated decision regarding their insurance needs.
Step-by-step we guide you and your clients from the initial assessment through the application and underwriting process.
Information Privacy Notice
The privacy and security of your information is important to us. You can be confident knowing your personal information is secured and kept private, protecting you against potential identity theft and fraud. We encourage you to read this Information Privacy Notice.
Information We Collect
In the normal course of business, we may obtain various types of information about you. This information may include your name, address, contact information, credit card or billing information, and other personal or financial information. We may have originally obtained similar information from affiliated companies we do business with. We call all this information “Customer Data”.
How We Use and Share This Information
We use your Customer Data to contact you about our products or services, billing or other business matters related to you. Without your permission, we do not sell, rent, or share your information to or with any third party not affiliated with or owned by us, except service providers who may assist us in areas such as data storage. We can, however, share and use this information as required by law, by legal processes, by exigent circumstances, or to protect ourselves. We may also use this information to communicate with you about goods and services related to our products and services. We will never give or sell your personal information to be used for the purposes of sending you unsolicited commercial offers (such as spam) from any third party.
Customer Information Security
Because we care about your privacy, we make every reasonable effort to protect your information regardless of the form of storage or transmission. This includes the implementation of administrative, physical and technical safeguards, as well as being InfoSafe Certified to ensure that we are in compliance with government and industry regulations for securing our customer’s personal information. All employees, agents or representatives that act on our behalf are contractually obligated to keep all information deserving legal protection confidential and private. We continue to safeguard your information after you no longer do business with or close your account with us.
Changes
We reserve the right to make changes to this Policy at any time without notice, although we will make reasonable efforts to notify you the Customer before the Policy change takes effect.
Contacting Us
If you have a question concerning personal information we may have collected about you, or related to this Information Privacy Notice, contact us at: 402-881-0274 or info@collaborativeinsures.com.