Lisa Bali

Case Manager at Equitas Brokerage Group - Equitas Advisors, LLC. - East Brunswick, NJ, US

Lisa Bali's Contact Details
HQ
732-898-3288
Location
Company
Equitas Brokerage Group - Equitas Advisors, LLC.
Lisa Bali's Company Details
Equitas Brokerage Group - Equitas Advisors, LLC. logo, Equitas Brokerage Group - Equitas Advisors, LLC. contact details

Equitas Brokerage Group - Equitas Advisors, LLC.

East Brunswick, NJ, US • 5 - 9 Employees
Insurance

We at Equitas strategically Develop Life Business for Non-Conventional Markets Including P&C Brokers, Accounting Firms, Business Consultants, Investment Advisors, etc. etc. We do this by combining our insurance knowledge and access to leading carriers with a marketing acumen not found in the insurance industry. WE KNOW, that the only way to develop more Life Business in your agency is by developing more business overall! Having a marketing and technology background we are able to offer our Brokers not only Carrier Access, on-site case management and Underwriters. We also the advantages of Marketing and IT services such as: *In-House Web-Design -*SEO -*Email Blast Services & Database Management -*Social Media Marketing using Community Driven Lead Generation -*Ancillary industry websites that drive business to our Brokers - *Location & Product Centric optimization on third party sites We help Brokers develop their online presence as well as increased broker tools and applications to "Make Life Happen" for P&C Brokers and others whose core competence is not Life Insurance or financial service. This enables them broaden their core offering, EQUITAS is able to not only add a new revenue stream for our brokers but also increase client retention.

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Details about Equitas Brokerage Group - Equitas Advisors, LLC.
Frequently Asked Questions about Lisa Bali
Lisa Bali currently works for Equitas Brokerage Group - Equitas Advisors LLC..
Lisa Bali's role at Equitas Brokerage Group - Equitas Advisors LLC. is Case Manager.
Lisa Bali's email address is ***@equitasbrokeragegroup.com. To view Lisa Bali's full email address, please signup to ConnectPlex.
Lisa Bali works in the Insurance industry.
Lisa Bali's colleagues at Equitas Brokerage Group - Equitas Advisors, LLC. are Michael Gottdank, Jennifer LaDell, Agnes Grenci, M JD, M Laurie, Cassandra Reilly and others.
Lisa Bali's phone number is 732-898-3288
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