The Blair Agency

How We Do It

how-we-do-it

We act as fiduciaries, putting the advisors’ client’s interest before our own. With access to over 50 of the highest rated insurance carriers in the industry we are able to auction underwrite life insurance pricing to bring the most competitive options to the table. As a large-scale market leader our advisors’ clients can benefit from dedicated underwriting teams and programs not available to many professionals.

Confidentiality and Security

We understand people do not wish to expose their confidential records unnecessarily nor risk the security of their confidential information. Our in-house underwriting resources and financial analysts allow us to evaluate risks both medically and financially and negotiate with carriers confidentially to identify the best options for our customers without wasting time and exposing their confidential information.

Due to our institutional customer relationships, we must undergo annual testing from outside parties to ensure our servers and firewall devices deter and detect outside intrusion.

We are pleased to announce that The Blair Agency, Inc. has achieved a SOC certification. The controls within the SOC are a series of standards designed to help measure how well a given system organization conducts and regulates its information. The purpose of SOC standards is to provide confidence and peace of mind for organizations when they engage third-party vendors. A SOC-certified organization has been audited by an independent certified public accountant who determined the firm has the appropriate SOC safeguards and procedures in place.