The BGA in your pocket will change your game.
Our dashboard puts you in the driver's seat. You can build a new customer, following our digital roadmap touchpoint by touchpoint.
Get your requests answered seemlessly, digitally. And have all the documentation and support you need, always on, always ready for your next sale.
Choose from leading insurance products from more than a dozen leading insurance companies - names you and your clients trust, for policies that put you in the best light.
Pivot puts a case designer in your pocket - your very own virtual quote assistant who can create competitive proposals and product comparisons on the fly.
Talk to us through the app! Our friendly team of experts offers top-notch medical and legal insight, estate planning, split dollar guidance and a wealth of experience for every situation.
All your current files, digitally organized, are at your fingertips - including underwriting updates and notes, sales reports, product placement reports, YTD tracking vs goal, needs analysis calculators and more.
We subscribe to SSL, SSO and Encryption protections for the protection of personal info submitted to us, both during transmission and once we receive it.
Put your entire business on your device
Rate shopping for clients with medical and Rx conditions can now be rapid, comprehensive and virtually painless. Isn't it about time?
Enjoy paperless "no touch" teleapp processing for your Term Life drop tickets.
Reviewing a client's underwriting is a snap. Pivot lays all the details out for you so it's easy to recall and act upon.
As a Pivot broker, you get the maximum street commission rates allowable by insurance companies. That's the Pivot way.
Pivot to profit! Pivot lets you ladder up your brokerage however you choose.
Easily create downlines of brokers, earning valuable commission overrides on their paid premiums. All the while, you get full reporting on what's going on underneath.
Add one broker at a time. Build your team!
Add cross-selling of life insurance to an existing group of dozens or even hundreds of brokers.
Add easy life insurance selling tools and back-office skills to your bank or financial advisory firm, secure on knowing that Pivot's built to handle suitability order entry, branch locations, and commission management.
Our expert staff is experienced, smart, well-trained, creative... and stands ready to deliver an exceptional experience you can count on, every time.
Here's why your business works better with our business at your back.
from prospect to policy
accessing better tools
all the time
on insurance software
Pivot is a digital service provided by:
Sterling Bridge Insurance Agency, Inc.
38 Austin Street
Worcester, MA 01609-2420
For any questions, please call Richard Nolin, Vice President of Business Development at: 508-770-0228