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WELCOME BANKER’S LIFE


RISK MANAGEMENT EXPERTISE AT WORK FOR YOU

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Concourse Financial Group Agency specializes in institutional distribution. We
bring depth of knowledge and proven sales strategies to our partners. Because we
understand institutional distribution, we provide sales support and back office
services that match our clients’ unique needs. Insurance experts that work for
you, not the other way around. That’s Concourse Financial Group Agency.


WE UNDERSTAND DIFFERENT DISTRIBUTION PLATFORMS HAVE DIFFERENT NEEDS. WE PROVIDE
CUSTOM STRATEGIES FOR RETAIL, HIGH NET WORTH, AND FAMILY OFFICES.


LET’S WORK TOGETHER

to add value for your customers.

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THE CONCOURSE STORY


BIG COMPANY BACKING, BOUTIQUE SERVICE

WE HAVE THE EXPERIENCE AND SCALE TO MEET A RANGE OF NEEDS FROM THE SIMPLEST TO
THE MOST COMPLEX, ALL WHILE DELIVERING PERSONALIZED ATTENTION.

DATA SECURITY

We safeguard client information with dedicated IT security to oversee our
infrastructure. Our third-party vendors must be HIPAA compliant. And we
carefully assess their security systems.

TECHNOLOGY AND TOOLS

Our website provides access to a variety of business processing and consulting
tools, as well as educational resources that focus on specific risk management
concepts.

CARRIER DUE DILIGENCE

We only represent “A” rated carriers or above through our institutional
relationships.

OPERATIONAL EFFICIENCY

Processing efficiency is ensured with technology that provides audit capability
and analysis to continually improve and elevate our service levels.

BUSINESS CONTINUITY

Our documented continuity plan includes technology and operational processes
that safeguard your consistent support.



CONTACT US

2801 US Highway 280 S
Birmingham, AL 35223

Have feedback to share? Please email marketing@concoursefinancial.com.

CONNECT WITH US

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WORK WITH US

Call us at 800-876-3950 and ask for the on-boarding team to discuss innovative
solutions for all your insurance brokerage needs!

Insurance and Annuities are: Not a Deposit | Not Insured by any Federal
Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA
Insured | May Lose Value

Concourse Financial Group Agency is a division of Concourse Financial Group.
Disclosure: When you visit Concourse Financial Group websites, we may collect
personal information from you via your browser or device, or through the use of
cookies, analytics tools, and other technologies. Privacy Policy. Designed by
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