Welcome to Universal Producers Group
Our Mission:
To assist our agency partners and financial professionals in building stronger businesses to better serve their clients through innovative marketing solutions, exclusive tools and services, and in-depth operational support.
Comprehensive Solutions:
We offer a wealth of knowledge gained through practical experience.
Tailored Expertise
Innovative Technology
Holistic Approach
Boutique Service
Team UPG's Playbook
What an independent advisor gets on day one with UPG.
Industry Leading CRM
Every UPG advisor gets their own account in GoHighLevel — the same platform we run the agency on. Pipeline tracking, appointment booking, automated text and email follow-up, and drip campaigns to your existing database, all in one place. No separate CRM subscription, no stitching three tools together.
Web Site Design
We build your site — not a template with your name dropped into it. A page that makes you look like the advisor you already are: your photo, your background, your market, and a booking calendar that feeds straight into your CRM. We build it, we maintain it.
Coaching and Consulting
Twenty-four years of production on the other side of the call. Live training sessions with advisors who are actively writing business — real cases, real objections, what's working this month. Bring us something you're stuck on and we'll work it with you. No scripts, no call center.
Advanced Case Design
Complex cases don't go into a queue. Income sequencing, split-annuity strategies, rollovers with moving parts, estate and business needs — bring it to us and we'll work the design with you, pulling in carrier advanced-markets support when the case calls for it.
Full Book Ownership
Your clients are yours. Leave and they go with you.
No Production Minimums
No quotas, no pressure, no getting dropped for a slow quarter.
50+ Carrier Access
Independent contracting across the carriers that matter.
Strategic Partners
Our Team
100% Agent Ownership
While many IMOs require you to sign a long-term contract, pay fees or a buy-out agreement, you own 100 percent of your business when you join and write with Universal Producers Group. We assist agents on their path of success, assisting you in reaching your full potential. We will never require unattainable production requirements.
Top Commissions
Independent agents earn competitive commissions and may be eligible for profit-sharing. Our commissions are fair, market-dependent and designed to increase as you grow your book of business with us.
Competitive Carriers
We have great relationships with the most competitive major market insurance carriers. The process of procuring insurance carrier appointments can be a notoriously difficult process, which is why we provide you with the access needed to make your business a success.
Carriers
Please don't hesitate to contact us for a complete list of currently available carriers.
Frequently Asked Questions
How can I get involved with UPG's growth phase, and what opportunities are available for ambitious insurance agents?
UPG is inviting ambitious agents to join them during this major growth phase. You can get involved by exploring the opportunities they offer, which likely include training, support, and the chance to be part of an innovative and efficient insurance marketing environment. To learn more about these opportunities, it’s advisable to contact UPG directly or visit their website for detailed information.
Can you tell me more about the technology and tools that UPG uses for it's virtual consultations?
UPG has rigorously tested and refined its digital approach in-house. This involves using cutting-edge technology and tools to facilitate virtual consultations, making it a seamless and efficient experience for agents and clients.
What exactly is UPG's approach to insurance marketing and how does it differ from traditional methods?
UPG has revolutionized insurance marketing by shifting from in-person appointments to virtual consultations. This digital approach is designed for optimal effectiveness and client satisfaction. It offers a new way for agents to connect with clients and prospects.
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Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Expertise Beyond Measure: Our Professional Team Utilizes a Practice of Know-How to Optimize Your Savings, Paving the Way for a Secure Retirement.
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