CASE STUDY
The choice you're left with
You built it one group at a time. Thirty clients, maybe fifty. You know the owners, you've been to the weddings and the funerals, you've fixed every claim problem for twenty years.
Then one day you're sixty-two and thinking about doing less. And the options are:
sell the book at two times revenue to someone who'll fold your clients into a call center, or keep working, because the day you stop servicing is the day the commissions start leaving.
And if something happens to you before you decide, your family gets nothing.
The groups drift to whoever calls them first.
What actually happens
To service your clients, we have to become broker of record with the carriers. That is a real transfer of the account, and we won't pretend otherwise.
What you keep is a written agreement: an agreed share of the commissions on your book, for an agreed number of years, paid monthly with statements you can check against the carrier.
You stop doing the work. The income keeps arriving.
Your income continues
Paid monthly on a schedule, on the business you wrote.
You can end it
If the servicing isn't what we said it would be, the agreement lets you walk. That's in writing too.
Your clients stay local
A small California agency in the same market you've worked your whole career. Not a call center, not a consolidator.
THE REASON TO DO IT SOONER
If something happens to you, the payments don't stop.
This is the part most brokers have no plan for. A book with no successor is worth almost nothing to a spouse, the groups scatter, the commissions end, and the family is left arguing with carriers they've never spoken to.
Under our agreement, payments continue to your spouse or your estate for the remaining term. The term is written into the agreement, a set number of years, not a vague promise.
It costs nothing to put this in place while you're still working. It can't be put in place afterward.
Two ways in
Who is it for
You're still working
You're not ready to stop, but you're tired of the servicing. We take renewals and day-to-day support off your desk. You keep selling if you want to.
You're ready to step back
Full transition. We take on the book, your clients keep a local agency, and the income continues under the agreement.
Brokers with roughly 15 to 50 small group clients, working alone or with one assistant, usually somewhere between 55 and 70. No partner, no one in the family taking over, no buyer lined up.
If you already have a successor, you don't need us, and we'll say so on the call.
Who we are
White Wing Insurance Solutions is a small agency in Manhattan Beach, licensed in California since 2019. We work small group health, life, disability and ancillary, the same carriers you do.
Read More
Joshua Schneeloch sits on the board of CAHIP Los Angeles. He's in the same rooms you are, twenty minutes from most of your clients. For an arrangement built entirely on whether someone will actually pick up the phone for your clients, that proximity is the point.
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Real stories, real success
Don Sizemore
Lisa Peters
André Durity II
Antawong L. Thompson
André Durity II
My business model kept changing because my leadership kept changing. I would always refer people to medical to people who did medical, and in return, I always thought I could do the voluntary insurance for them, but that never happened. Then I was fortunate enough to meet Joshua and he showed me the White Wing platform. I can tell that they are going to be a huge organization.
Lisa Peters
After 17 years working in Voluntary Insurance, I wanted to start my own agency. I had a friend who referred me to White Wing thinking that the back office support would really be a benefit to my new business. White Wing has been a huge asset when it comes to medical insurance. I’m getting all the info I need when it comes to quoting, proposals, and getting the right products for my clients.
Antawong L. Thompson
White Wing is a great solution in every way. One aspect of White Wing is that I love their broker support department, having my back with all the dirty work so I can focus on my agency and not lose out on any sales opportunity.
Don Sizemore
I'm really happy with where I am going. I started out small, waded in got my feet wet, slowly adding services. I can see myself growing into a full-fledged brokerage.