What Pivot does for you

The BGA in your pocket will change your game.

  • Mobile
  • Agile
  • Powerful
  • Secure
  • Full-Service
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Digital access to everything you need

Our dashboard puts in the driver's seat. you can build a customer following our digital roadmap touchpoint by touchpoint. Get your requests answered seemlessly, digitally. And have all the documentation and support you need, always on, always ready for your next sale.

Top products
Top products

Top products, top insurers

Choose from leading insurance products from more than a dozen leading insurance companies - names you and your clients trust, for policies that put you in the best light.

Digital assistant
Digital assistant

Digital assistant

Pivot puts a case designer in your pocket - your very own virtual quote assistant who can create competitive proposals and product comparisons on the fly.

Sale support
Sale support

Personal advanced sales support

Talk to us through the app! Our friendly team of experts offers top-notch medical and legal insight, estate planning, split dollar guidance and a wealth of experience for every situation.

Digital file cabinet
Digital file cabinet

Digital file cabinet

All your current files, digitally organized, are at your fingertips - including underwriting updates and notes, sales reports, product placement reports, YTD tracking vs goal, needs analysis calculators and more.

Secure archive in our cloud vault
Secure archive in our cloud vault

Secure archive in our cloud vault

We subscribe to SSL, SSO and Encryption protections for the protection of personal info submitted to us, both during transmission and once we receive it.

Leaf

Who needs paper?

Put your entire business on your device

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Quick quotes for fast results

Rate shopping for clients with medical and Rx conditions can now be rapid, comprehensive and virtually painless. Isn't it about time?

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Drop ticket like it's hot

Enjoy paperless "no touch" teleapp processing for your Term Life drop tickets.

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Clear views on each client

Reviewing a client's underwriting is a snap. Pivot lays all the details out for you so it's easy to recall and act upon.

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Take it to the max

As a Pivot broker, you get the maximum street commission rates allowable by insurance companies. That's the Pivot way.

Build Your Business with Pivot Hierarchies

Pivot to profit! Pivot lets you ladder up your brokerage however you choose. Easily create downlines of brokers, earning valuable commission overrides on their paid premiums. All the while, you get full reporting on what's going on underneath.

Pivot can accommodate three different levels:

Recruiter

RECRUITER

Add one broker at a time. Build your team!

Existing downline

EXISTING DOWNLINE

Add cross-selling of life insurance to an existing group of dozens or even hundreds of brokers.

Financial

FINANCIAL

Add easy life insurance selling tools and back-office skills to your bank or financial advisory form, secure on knowing that Pivot's build to handle suitability order entry, brnach locations and commission management.

"We got this" means exactly that

Our expert staff is experienced, smart, well-trained, creative... and stands ready to deliver an exceptional experience you can count on, every time.

Why Join Pivot?

Here's why your business works better with our business at your back.

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Do more for less

from prospect to policy

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Go digital

accessing better tools

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Be securely compliant

all the time

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Spend less

on insurance software

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Save time

every time

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Pivot is a digital service provided by:

Sterling Bridge Insurance Agency, Inc.

38 Austin Street

Worcester, MA 01609-2420

For any questions, please call Richard Nolin, Vice President of Business Development at: 508-770-0228

Pivot Life Insurance - About Us

Pivot life insurance for term life insurance, learn about Pivot, life’s Pivotal Moments. The Pivot Team is here to help you.