Since 1963 Simon Davis Brokerage Services, Inc. has supported hundreds of top financial professionals by providing them with leading products, compensation, service, and support. Our fundamental strategy is to support and provide products to financial advisors, insurance agents, brokerage firms, banks, and other insurance agencies.

Through SimonDavis our clients can support diverse consumer demands for multiple lines of Life, Annuity, Long Term Care, and Disability products. Our unrivaled portfolio of products, unmatched service and our advanced sales support team makes us a preferred choice for wholesale brokerage services to the Western Regions financial community. Our state of the art internet based tracking system supports all aspects of business processing with multiple carriers. Whether you’re a large institution or an independent agent a consolidated, up-to-date status of all your business is sent to you weekly and tracked for you.

Back office support

• Agent licensing & contracting
• Application processing
• Underwriting support
• APS ordering/follow-up
• Illustrations for multiple companies & company products

CE credits
Unrivaled product portfolio
Advanced case design and support
Medical underwriting support
Automated case tracking by agent/firm
Policyowner services
Point of sale assistance
Impaired risk underwriting