ABOUT EQUIS FINANCIAL
Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders. Founded by field agents, Equis was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a career built to last. The Agent’s Company is much more than a tagline, it’s a promise. Through partnerships with the industry’s best carriers, we bring our agents a portfolio of products that can provide protection to the families we serve so desperately need.
THE EQUIS PLATFORM
MISSION STATEMENT
To respect and invest in our most valuable resource, our agents, by providing a secure and innovative environment to start and build a lasting career.
EQUIS FINANCIAL IS
BUILT ON CORE VALUES
RESPECT
TREATING OTHERS THE WAY YOU WANT TO BE TREATED
15+ CARRIER PARTNERSHIPS
AND DOZENS OF PRODUCTS
Ensuring a fast and profitable start for our new agents and continued education for our veteran agents to stay at the top of their game!
VIDEOS
ARCHIVED CALLS
GUIDED TUTORIALS
SCRIPTS & GUIDES
Training Center is Equis Financial’s industry-leading training platform! No matter your level of expertise and no matter your sales preferences, Training Center is equipped to suit your unique educational needs. Look no further than Training Center to increase your knowledge and boost your business with The Agent’s Company!
EQUIS' EXECUTIVE TEAM
Bill Martin
EXECUTIVE VICE PRESIDENT
OF SALES DEVELOPMENT, AND
INTEGRITY MANAGING PARTNER
Rob Jones
EXECUTIVE VICE PRESIDENT
OF AGENCY DEVELOPMENT, AND
INTEGRITY MANAGING PARTNER
Kristan Brockman
VICE PRESIDENT OF
LEAD OPERATIONS
