Brokerage Manager David Jones
Hi, I'm David Jones
I'm your Associate Brokerage Manager here at Pinney. I can answer any questions about our application fulfillment service and our CRM platform of choice, Insureio. Please bookmark this page. You can always contact me or any of my team members through the links on this page. Download as PDF.
Brokerage Team
Operations
Important Links & Numbers
- Live Transfer: 855-764-5433
- Helpful Case Links: The Follow-Up Process (PDF) | Service Guarantees (PDF)
- Tools of the Trade: Click here to sign up for our weekly newsletter, where you'll get marketing tips, industry and carrier updates, underwriting info, and more.
- Follow Pinney on social media: LinkedIn | Facebook | Twitter | YouTube
- Have questions on how to submit business? Contact me, or check out our support page, with answers on how to check case status, submit cases, what our team does, and more.
- Carriers We Represent: Click here for the full list.
- Download Our Mobile App: Click here to download our app from the App Store or Google Play. Quote and submit apps on the go!
- Stay Current on Non-Med Options: Several carriers can do no-labs at certain ages and face amounts, but the requirements often change quickly. We’re keeping track of it all on this page. That link also has current info on other underwriting changes and extended grace periods.
Insureio
- Login to your Insureio account for: App Submission | Quoting | Forms | Sales Ideas | Impaired Risk Questionnaires
- Need help using Insureio? Check out our tutorials in the Insureio Academy.
- Follow Insureio on social media: LinkedIn | Facebook | Twitter | YouTube
PGI Advanced Markets Resource Center
Need help with advanced markets? Call me or email me - or check out the training materials here, including conversation starters, checklists, calculators, case studies, and more.
Learn More about Pinney
Meet the Pinney team and learn about all the services we offer our partners, from education and support to premier service.
