Services | Quality Quote Insurance Solutions
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We are excited to hear about
your case and learn about
your business.

 

Our comprehensive services focus on building relationships with advisors, which in turn helps them customize specific case solutions and strategic business-building strategies for the long term. We aim to highly inform our clients and motivate them to succeed.

Steps We Take In Our Solution Process

  • Advisor Introduction
  • Value Proposition
  • Relationship Building
  • Case Discussion
  • Case Quoting
  • Advanced Planning Strategies
  • Applicant Process
  • Underwriting and Case Management
  • Provide Solution
  • Case Placed

Perfecting the Case Management Process

Our Solutions Process

  • DISCOVERY

    Quality Quote begins every project with a thorough discovery of your business, your client, and the current case strategy.

  • BRAINSTORMING

    To get a great solution, we come up with strategies to problem-solve. We apply creative insurance solutions to implement the right strategy for the advisor and client.

  • CREATION

    Our design process, fueled by great research and strategy, focuses on combining planning solutions and product in perfect harmony.

  • REFINING

    Using our platform and collaboration with advisors, we can fortify the final outcome.

  • FINALIZATION

    We finalize by implementing the case strategy and confirming all phases of the case management process to perfection.

Advanced Planning Solutions

Quality Quote Solutions is designed to help your organization engage, grow, evolve and deliver value. We incorporate in-depth solutions along with competitive service and compensation to solve your complex marketing challenges, and help you maximize your goals.

Estate
Planning

Income
Replacement

Wealth
Transfer

Trust Owned
Life Insurance Review

Business/Succession
Planning

Term Insurance
Planning

Wealth
Accumulation

Premium Finance
Planning

We offer innovative insurance solutions for advisers.

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Marty Shull

Executive Managing Director

 

Marty offers over 15 years of experience in direct-to-consumer and business-to-business sales with a specific focus on corporate buy sell review, business exit planning, valuation, and strategies as well as personal estate protection and succession planning. As a Co-Founder, Marty has developed a distribution platform with an objective of creating and maintaining relationships with insurance agents, investment advisors, accountants, attorneys, and all other financial professionals. As he has been involved in the brokerage platform for the last fifteen years, Marty has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty earned his undergraduate degree from San Diego State University with an emphasis on business management and finance. A Bay Area native, Marty currently resides in San Francisco with his wife and son.

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Brendan Walsh

Co-Founder

 

Brendan brings over two decades of experience in life insurance, retirement and estate planning. He spent 13 years at Northwestern Mutual where he was consistently a member of the Million Dollar Round Table and the Northwestern Forum. Brendan received his undergraduate degree from University of San Francisco. He was a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund. Brendan lives in Marin and has two children, Sophia and Aidan.

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Greg Yu

Co-Founder

 

Greg brings about two decades of experience in the insurance industry. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum. Greg’s current role at QQIS includes the duties of acting CFO. Greg has an undergraduate degree from California State University, Chico and holds a Life and Property Casualty license. He lives in Marin with his wife, Jennifer and son, Nicholas.

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