Whether you're a solo agent building your first book or a senior agency with a team — Excelsior gives you the quoting tech, enrollment platforms, and dedicated service teams to grow without the overhead.
Here's what happens next: We'll send you a Partner Overview with details on technology, support, and onboarding. A regional sales director follows up within 1 business day.
Whether you're writing your first case or your five-thousandth — if you're spending more time on admin than selling, you need better systems behind you.
Every broker is different. Here's how we help at every stage of your career and business.
Most new agents are handed a contract and told "go sell." At Excelsior, you get real infrastructure from day one — quoting technology, enrollment platforms, training resources, and dedicated service teams. You don't need to figure out back-office operations while you're learning to sell.
You don't need a big book. You need a big partner.
You've built your book on individual life and health. You know your clients. But every time a client asks about group benefits, you either pass or scramble. Excelsior lets you say "yes" — and we handle the operational side so you don't have to learn a new business from scratch.
You bring the relationships. We bring the infrastructure.
You've got 2–10 agents producing. You're doing well — but the back office is becoming a bottleneck. You're either drowning in admin, thinking about hiring ops staff, or both. Excelsior gives your entire team an operational backbone without a single new payroll.
Hire better technology, not more people.
You have 10+ agents, a real book, and existing carrier relationships. Switching brokerages sounds like a nightmare. We get it. That's why Excelsior is built for transition — not disruption. We work with you to move at your pace, protect your renewals, and make sure nothing falls through the cracks.
This is a partner conversation, not a sales pitch. Let's talk.
Three promises — backed by real systems, real teams, and real technology. For solo agents and 50-person agencies alike.
Multi-carrier quoting, digital enrollment, and CRM tools. Whether you close 5 cases a month or 50 — the tech scales with you.
Specialized teams respond fast at every stage. No more waiting on support while cases sit — whether it's your case or your agent's.
Full back office — case processing, enrollment, renewals. Solo agents save time. Agencies save headcount. Everyone saves money.
Dedicated desks for quoting, install, inforce, and renewals. One team per stage. Your case never gets lost in a queue.
Group health, individual life, supplemental, voluntary, and ICHRA. One partnership, multiple revenue streams — for every agent on your team.
Full guidance through ICHRA setup, enrollments, and administration. A growth segment most GAs can't support — and a competitive edge for your practice.
Multi-carrier quoting in minutes. Side-by-side proposals your clients can compare instantly.
Dedicated install team handles case processing, carrier enrollment, and platform setup.
Qualified events, terms, adds, deletes — managed year-round by a dedicated desk.
Proactive consultation with rate analysis, alternative plans, and full documentation.
That's exactly why we exist. Excelsior handles quoting, case processing, enrollment, and renewals. You bring the client relationship. We handle the operational lift. You're not adding work — you're adding revenue.
We run 4 dedicated lifecycle desks — separate teams for quoting, install, inforce, and renewals. You're not calling a general inbox hoping someone gets back to you. You're reaching a team that owns your stage of the case.
You won't. You remain the independent broker. Excelsior is your operational partner — not your replacement. We never contact your clients directly. We work behind the scenes so you look great in front of them.
Our platforms are built for agents, not IT departments. QuoteConnect, BrokerConnect, Employee Navigator — all web-based, all straightforward. If you can use email, you can use these tools. And we train you on everything.
We hear this a lot from established agencies. That's why we've built a structured transition process. We move at your pace. We help facilitate carrier appointment continuity. Your renewals are protected throughout. And the first conversation is completely confidential — no commitment, no pressure.
Your entire team gets access. Every agent in your agency can use QuoteConnect, BrokerConnect, and the enrollment platforms. Our lifecycle desks support all of your agents' cases — not just yours. The infrastructure scales with your team.
Protecting your existing book is priority one. We work with you to facilitate carrier appointment continuity and ensure your renewals are serviced without interruption. This is a partnership conversation — we plan the transition together before anything moves.
Built for agents who sell — not engineers. Every tool is web-based, mobile-ready, and available to your entire team.
Your command center for quoting, pipeline management, and client communication.
Digitized group enrollment and HR management for businesses with 2–250 employees.
Fast quoting and proposal generation built for speed and reliability.
Additional enrollment and benefits admin for streamlined group workflows.
What is ICHRA? Individual Coverage HRA — it lets employers fund individual health coverage instead of a traditional group plan. Flexible, growing fast, and complex to administer.
Excelsior guides you through the entire process — setup, enrollments, and ongoing administration. For new agents, it's a competitive edge. For established agencies, it's a new product line your team can sell with confidence.
Ready to see what Excelsior can do for your business?
Get My Partner Overview — Free →We work best with agents and agencies who want a real operational partner — not just a contract number.
Access a wide range of carriers and products. Availability varies by state.
Small & mid-sized employers
Life, health & supplemental
We're collecting stories from partner brokers across every experience level. In the meantime, we're happy to connect you with current partners as references.
Request Partner References →Request your free Partner Overview now. Whether you're a new agent or a senior agency, a regional sales director will walk you through everything — tailored to your situation. No pressure. No commitment.
Get My Partner Overview →No cost. No production minimums. Solo agents, agency owners, and new agents welcome.