Why Berson-Sokol

Since 1973, the team at Berson-Sokol Agency has helped advisors and agents grow their businesses, expand their reach, and discover new market opportunities. Our seasoned team of experts in Life, Annuity, Senior, and Long Term Care has helped shape a generation of insurance professionals. Our extensive experience helped push the envelope as the industry evolved, through cutting-edge technology, efficient underwriting, and innovative case design. This is why we have said for the past 50 years: Our business is helping yours!

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Everything You Need To Do Business

Business Strategy &
Marketing Support

We help you write more business with case design, underwriting support, appropriate carrier/product selections to meet your client’s needs, sales ideas, & more.

Technology &
Personal Service

We are your back office, supporting your business and providing 24/7 quotes, forms, e-apps, case status, contracting & more. Everything you need to do business.

Competitive
Commissions

Keep more of what you earn. Paid directly to you from the carriers with no reduction, and you own your book of business.

Carrier
Relationships

We partner with 40+ carriers, offering contracts with all major carriers, and essential underwriting relationships across multiple states.

Training &
Sales Support

Get access to industry-leading online and in-person training, workshops, webinars, presentations, certification classes & more.

Business Growth
& Expansion

We help you by facilitating strategic partnerships and providing sales ideas that are proven to grow your business.

Learn More About What We Do

Featured Carriers

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Continuity. Integrity. Success

Take the journey with us

What Our Clients Say

We have worked with Berson-Sokol for over 30 years as our primary general agency. Working with numerous other GA’s, we found Berson-Sokol to provide the best service of them all. Anyone can provide access to carriers and resources, but what sets them apart is their ability to handle case management and deal with difficult situations that arise during the underwriting process. Their long-time relationships with the companies make it easier to close difficult cases. I would highly recommend to work with Berson-Sokol.

Greg McAfee

Arlington Greene Agency, Inc.

Berson-Sokol Agency has been my back office for over a decade. The team is a pleasure to work with. On senior health plan support, they far exceed the industry norms. Berson delivers product training at a personal level, developing direct relationships with the carrier regional representatives. Lynn Poplstein and Don Oates do an exceptional job with carrier contracting and agent support. Donna and Hallie keep everything on track to assure policies get issued. Berson has very nice bonus programs and offers support to agents to help them build their business. As a 20 year seasoned independent agent, I could not be happier than I am with Berson-Sokol.

Lori Lipton

Health Plan Specialists LLC

Berson-Sokol is my one stop shop for my fixed annuity business. Not only do they offer tons of highly rated companies, I know that their service and responsiveness will always be top notch. My job would be a lot harder without Berson-Sokol!

Jarad J. Regano

Registered Representative

I have worked with the Berson-Sokol Agency for about 45 years. I have found in the past, as well as currently, this has been one of the best decisions I have made in my career. Everyone is anxious to help and go over and above what you would expect. They help with every aspect they can. I recommend using them for all your insurance business.

Mark Walter