2022 Sep 09 (NewsRx) — By a
“Combined with proprietary SMS technology, CareValue’s technology stack will give SMS-contracted agents a major advantage in today’s market,” Summers said.
CareValue has invested heavily in developing proprietary technology for agents. For example, the company provides the only
“Formalizing this partnership with SMS through an acquisition will fuel additional growth and ensure long-term success in our markets,” said the president of CareValue.
Doyle has worked in the insurance industry since 1996. He founded CareValue in 2010, and since 2013 has partnered with SMS, leveraging SMS’s industry-leading back-office support, proven marketing systems and… a portfolio of leading healthcare and wealth management products.
The decision to join SMS, Doyle said, was based on Alliant and SMS’s ability to provide additional infrastructure and support that will help CareValue expand into new territories and ensure long-term growth, as well as to focus even more on agents to deliver operational services and customer service excellence. Specifically, CareValue was attracted to Alliant, which opens the commercial and group insurance markets to CareValue agents. Alliant, one of the largest insurance brokers in
Doyle said CareValue was also drawn to SMS for its groundbreaking new lead generation platform Client Stream® Lead Exchange, its track record of successful acquisitions, and its integrity — doing what it promises and passionately serving agents and their customers.
Summers said aligning the values of the two companies was key to the partnership, just as it has been to all SMS acquisitions.
“In today’s hyper-competitive acquiring environment, SMS continues to stand out for its commitment to the agent and its client,” Summers said. “We look forward to growing even further by staying focused on our values and partnering with companies that share those values.”
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