A Message About COVID-19

As we all navigate these unchartered waters together, know that Jurs Montgomery Brokerage has all the tools and support you need to conduct business in the “new normal.” We have completed our transition to allow all employees to work from home and expect absolutely no changes from the level of service you have come to expect from our team. There is a great demand in our clients to acquire insurance protection during this difficult time, and we also have a robust suite of E-Applications combined with Exam-Free Underwriting programs and E-Policy Delivery to avoid the need for face to face contact. Scroll down this page and you will see options to run quotes online, submit E-Applications via the multi-carrier iGo platform or directly to a chosen carrier. Download our smartphone app to run quotes and submit e-applications from your phone. Lastly please do not hesitate to contact us to discuss the exam-free programs and which carriers may be the best fit for your clients.

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Run term and UL quotes on the go, prescreen clients, conduct needs analysis, and submit e-applications all from your smartphone!

Submission to Commission

Jurs Montgomery Brokerage, LLC is a brokerage general agency dedicated to providing our producers with the resources of our largest competitors along with the high touch service of a boutique firm. We strive to provide complete back office support for all of our producers’ insurance needs to allow them to focus their attention on further growing their businesses. The overriding theme in every decision we make is to always do what is right; by our clients, our carrier partners, and our employees.

Jurs Montgomery

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Better: Products

Life Insurance

Life Insurance Product Offerings: Universal Life, Index Universal Life, Variable Universal Life, Term, Whole Life, Simplified Issue, Guaranteed Issue

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Long Term Care

Long Term Care Offerings: Individual, Shared Care, Partnership

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Linked Benefits

Linked Benefit Products: Life Insurance with LTC Riders, Annuities with LTC Riders, Single Premium Hybrid Products

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Disability Income

Disability Products: Individual, Multi-Life, Buyout, High Limit, Specialty, Overhead

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Annuities

Annuity Product Offerings: Multi-Year Guarantee, Bonus Products, Index Products, Single Premium Income, Age Rated SPIA, Deferred Income Annuities

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Client Portals


E-Applications


Multi-Carrier

Carrier Direct

Case Status


Please contact your Sales Manager or email admin@jmbrokerage for access to Case Studies. Prior to running the software for the first time, please optimize your configuration settings by clicking here. For assistance please call 585.203.1206

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