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Carrier partners

Pair your products with experienced marketers and sales professionals

The Ideal Concepts advantage

Customer inquiry

Our sales process begins with innovative, eye-catching marketing through diverse advertising channels to draw in individuals seeking help with insurance needs. Through a simple online form on iWebQuotes, we gather clients’ pertinent information to match them with the right insurance sales professional.

Customer inquiry

Technology

Our cutting-edge sales technology intelligently matches individuals seeking help with insurance to an agent with the right expertise. Our proprietary CRM, SalesRadix, connects clients to an available agent within seconds. Agents are ranked by their client satisfaction scores and other data, so that clients are always matched to the agent most likely to give them the best service.

Technology

Consultation

Once we’ve matched a potential client with an insurance sales professional, the agent connects directly with the client through phone, video chat, text message, email, or whatever the client’s preferred form of communication. The agent walks the shopper through the sales process, helping figure out what their needs are, and how to meet those requirements.

Consultation

Needs Analysis

Our custom needs analysis technology focuses on the client’s insurance requirements based on their income, health, job, family structure, assets, and other lifestyle questions. Our agents are not just suggesting the products the client requests, but what products they’ll really need to protect themselves and their families based our exchange’s recommendations.

Needs Analysis

Service

Our agents offer amazing service not only during the sales process, but they also remain a client’s point of contact long after the sale. Agents build personal relationships, so they can help clients with issues down the line, as well as receive repeat business and referrals. Our agents are with the client during every step- from initial evaluation, through the sales process, and at renewal time.

Service

Solutions

To provide clients with a customized insurance package, it’s important that we’re able to offer personalized solutions unique to everyone. We partner with highly rated, reputable carriers whose brand both agents and clients recognize, trust, and have confidence in. Our agents match their clients with top carriers and know they will be protected in times of need.

Solutions

Customer inquiry
Technology
Consultation
Needs Analysis
Service
Solutions

Verticals

Health

From Affordable Care Act (ACA) to ACA alternative plans like Short Term Health, Hospital Indemnity and Health Care Sharing Ministries, we work with a variety of health solutions. In addition to traditional and major health care options, we also offer supplemental products like dental, vision, critical illness, and accident insurance. With a variety of health products, agents can customize a healthcare solution for each individual families’ unique needs.

Health

More Than 100k Enrollments Annually

Over 0.5m Total Clients

Contracted 600 Exclusive Agents


Life

As part of our objective to offer a complete, customized insurance solution to every family, we partner with top life carriers to offer Term, Whole, and Universal life insurance products. Life insurance can seem complex, confusing, and out of reach for the average individual, but our carrier partners build products that cover every family.

Life

Over 90% Issue Rate

Products in All 50 States

Over 500 Contracted Agents


Medicare

Approximately 10,000 people age into Medicare every day. This means the demand for complementary Medicare products like Medicare Advantage and Medicare Supplements has never been higher. That’s especially true for our current clients as they turn 65 and look to us for senior product solutions. 

Medicare

More Than 6 Different Medicare Products

Work With 9 Different Medicare Carriers

Average Of 20 Sales Per Agent


Home

From Homeowners to Renters Insurance, Ideal Concepts has our clients’ assets covered. We want to be by their side with relevant insurance products through every major life milestone, whether that be buying a house or moving to a new apartment. Our Home insurance division helps clients choose products and coverage levels that fit their individual needs.

Home

Over 7 Trusted Carrier Partners

More Than 50k Policies Written Anually

Over 100 Agents


Auto

Auto insurance is a necessary product to complete any individual’s insurance package, and we work with all of the top reputable carriers in the country. We compare prices and coverage for every situation, and our agents are with their clients every step of the way.

Auto

Over 6 Trusted Carrier Partners

More Than 50k Policies Written Anually

Over 100 Agents


Key metrics

Contracted 600+ Exclusive Agents

Over 90 Carrier Partners

Products In All 50 States

More Than 150k Enrolments Annually

Leadership team

Solutions & technology

Our turn-key sales technology for agents, SalesRadix, is a one-of-a-kind, cutting-edge solution that combines free, real time, quality leads with a predictive dialer and proprietary customer relationship manager. Other innovative sales technology, like a virtual assistant and automated marketing, helps connect agents instantly to individuals searching for insurance across the country.

Free, real time, high-quality leads

Proprietary Customer Relationship Manager

Automated marketing including emails and voicemails

Predictive Dialer

Virtual Assistant

Our private health exchange, iWebQuotes, instantly connects individuals looking for insurance with experienced sales professionals in their area. In addition to matching clients with an agent, it allows individuals to directly enroll into plans by themselves if they don’t feel they need an agent’s guidance. iWebQuotes was built in partnership with federal, state, and carrier enrollment platforms to act as a one-stop shopping platform for clients and agents alike.

Integrated with federal, state and carrier enrollment platforms

Highlights our carrier partners

Quote for multiple products

Recommends the best plan

Simple filtering for specific needs

One easy enrollment

Carrier partners

Compliance

Compliance Manager

Alexander Liebergall joined the Ideal Concepts team in 2018 as our Compliance Manager. Since then, he’s built out the department to include a team of Compliance Specialists as well as Call Quality Specialists.

Alex’s background includes a law degree (JD, MPH), and he previously worked in compliance for a healthcare consulting firm, a healthcare provider and multiple hospital legal departments.

As Compliance Manager, Alex’s mission is to facilitate a culture of compliance and integrity by ensuring business is conducted in accordance with the letter and spirit of all applicable regulations, contractual obligations, and our mission.

Alex Liebergall
“We prevent non-compliance by fielding questions, addressing concerns, and working with all departments to create a culture of compliance and integrity.”

Alex Liebergall

Compliance Manager

Alexander Liebergall joined the Ideal Concepts team in 2018 as our Compliance Manager. Since then, he’s built out the department to include a team of Compliance Specialists as well as Call Quality Specialists.

TestimonialsWhat people are saying

Awards & Recognitions