Broker Overview

Where Independent Meets Family.
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The digital age is here to stay. We believe if you want to be successful in this new era, you have to think outside the box and figure out a way to implement technology. That is the reason why we have came up with a way to streamline your business through a personalized profile on our website, which will also have the necessary resources available all in one place.

 

With the Cassani-built ‘Broker Overview‘ page, we will work with you to provide you with a secure way to do everything from the comfort of your home or office.

Case Overview – What Does It Look Like?

Click the link above to view Weekly Report

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Click the link above to view Weekly Report

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Case Management

All of your cases managed from quote through the underwriting process.

Expert Case Design

From simple cases to the most complex, we will have our experts make it easy for you.

Complete Support

Our team will help resolve any problems to help streamline your business.

We partner with the most trusted carriers.

Cassani & Associates is large enough to handle any case, but small enough to provide the hands-on and personal attention that independent insurance agents and financial planners deserve. We are licensed with all major A rated or better companies.

Back Office Support

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Case Management

All of your cases managed from quote through the underwriting process.

Expert Case Design

From simple cases to the most complex, we will have our experts make it easy for you.

Complete Support

Our team will help resolve any problems to help streamline your business.

Marketing

Branding and marketing campaigns built for the top financial professionals.

Distribution

Creative ways to maximize your potential with each client you are meeting with.

Online Resources

Ongoing content library with a video library, blogs, events and much more.

Who Will You Be Working With?

Cassani & Associates is a General Agency that works out of Long Beach, CA and deals with insurance and financial planning. Louis and Joseph Cassani have over 80 combined years in the insurance business and maintain longstanding relationships with many persons and companies to help get the job done.
Lou Cassani

Lou Cassani

Joe Cassani

Joe Cassani

What Are Agents Saying?

“The updates made at Cassani over the last few months have really helped me see where the industry is headed and what I should have been looking for in a general agency.” Sean Shotzberger

National Sales Manager, American National

“The crew over at Cassani & Associates is great to work with! Their new website is really easy to use and makes my job much easier by providing me with industry knowledge.” Tim Ryan, CLU, ChFC, AEP

Northwestern Mutal

Reach Us

We are waiting to hear from you!
1391 Redondo Avenue, Long Beach, CA, 90804
(562) 597-1919 (Local)
(800) 388-5429
joe@cassaniinsurance.com

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