A Powerful Resource and One of The Top
Independent Brokerage General Agencies in the Nation

When you work with Innovative Solutions, you partner with a dedicated, passionate team to help grow your business. Every case that comes to us is expertly handled at all stages – before, during, and after the sale – with no case considered “too small.” 

Second to none, we are the leader in impaired risk underwriting. With direct access to our in-house underwriter – a 30-year veteran of life insurance, disability insurance, and long-term care insurance – you get a personal advocate with an unwavering commitment to ensuring the best possible outcome.

We’ve implemented innovative systems that vastly streamline processes, eliminating delays in getting the information you need, when you need it, and without having to call a home office – ever. Our unprecedented customer service means that any member of our team is ready to assist you at all stages and in the most efficient way possible.

Our Mission

With a dedicated, agency-wide shared commitment, our industry-leading team of experts provides unprecedented personalized service and ongoing support. We advocate on behalf of our agents to deliver unrivaled, results oriented underwriting offers, products, carriers and post policy initiatives – with the same drive, passion, and verve for every case and every client.

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Our Vision

To lead the insurance industry as a company that stands un-wavered by its principal core values, guided by an unprecedented code of conduct, and led by a team of professionals with the tenacity, fervor, and unequalled passion for helping our producers and their clients thrive.

Integrity & Ethics

We take personal ownership of our actions – without exception or compromise. 

Our Values

People Focused

We embrace diversity, teamwork, and support the development of great talent.

Relationship Based

We create lasting relationships with our clients by delivering on our promises, and with a strong desire to serve all producers without prejudice to account size.

A Deep & Caring Commitment

We pledge to provide ongoing, highly-responsive service and support that goes beyond the initial sale.

A Single Solution Process

We focus deeply on servicing the complete needs of our brokers – entirely in-house.

Strategic Management Team

Lynne Rosenberg

Lynne Rosenberg

President

For securities: Click here to email

Rahquaill “ROCKY” Morris

 

Rahquaill “ROCKY” Morris

COO

Kim Boyer

 

Kim Boyer

VP, Underwriting

Jason Kidd

 

Jason Kidd

VP, Sales

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