JJ Ramirez
Case Design Coach
Our Team
dibrokerWest is your disability income and critical illness insurance expert. We’re here to help you ensure your clients’ lifestyle is protected and that they can avoid the financial catastrophe that often follows an individual’s disability. dibrokerWest is a full-service, national wholesale insurance brokerage. We act as an intermediary and provide expert advice between disability income insurance carriers, insurance professionals and financial advisors. Our experienced staff will support you from quoting and underwriting, through policy delivery and ongoing policy service. Please continue reading to meet Our Team.
diCoach
Our diCoaches are experts at matching clients with the appropriate carrier. They’ll help you find the right products and design cases so your clients receive the best possible solution for their needs. We use multiple insurance carriers for both disability and critical illness products, so you’ll have multiple options to present clients. Learn more about our diCoaches.
Case Management
Our Case Managers act as liaison and advocate between the insurance advisor, their clients and the insurance company underwriting teams. We communicate case status on a regular basis to keep you informed and Advisors can also check status online 24/7 through our Advisor Portal. Our Case Managers have many years of experience, knowledge and relationships – helping us manage your and your client’s expectations throughout the underwriting process to get the best possible offer.
Sales
Our sales team provides one-on-one support and service in the western United States. We believe that meeting face-to-face beats talking on an 800 number. However, our Reps are also available via phone or virtually – however you prefer to do business. Our Sales Reps have great sales and presentation tips; they’ll even sit in on a client meeting or presentation if you’d like additional support.
Operations
From making sure Commissions are paid correctly to answering your phone call, our Operations Team has the diverse skillsets needed to keep business running smoothly. Our Policy Service team manages your in-force policy needs and online services – including completing applications and electronic signatures – which makes doing business through us easy
