Levinson & Associates Receives Brokerage Partner of the Year Award from Aplifi

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Aplifi gives Levinson and Associates the Brokerage Partner of the Year Award at its annual Insurance Symposium.


Levinson and Associates has set a new standard for how brokerage agencies meet the needs of their producers when it comes to rolling out and supporting new technologies.

Levinson and Associates was awarded the Brokerage Partner of the Year Award from Aplifi, the leading provider of Life and Annuity Order Management, Client Management and Electronic Document Delivery solutions for the financial services and insurance market segments.

Presented earlier this month at Aplifi’s “InMotion 2012 Insurance Symposium” in Delray Beach, this annual award is given to a single brokerage partner demonstrating a commitment to driving field adoption and creating positive industry change using Aplifi platforms. Levinson and Associates dramatically increased technology usage by driving hundreds of producers to use Aplifi’s eApplication, CRM, and ePolicy Delivery platforms which in turn reduced costs and cycle times for their producers, insurance carrier partners, and themselves.

“We at Levinson and Associates are grateful for the honor that Aplifi has given us as their Brokerage Partner of the Year,” said Bill Levinson, Managing Partner, Levinson & Associates. “We certainly understand the benefits technology can bring to everyone in the distribution channel and how important it is to properly promote and support these platforms with our producers. Aplifi has been great to work with and has really helped us grow our business over the past twelve months.”

“Levinson and Associates has set a new standard for how brokerage agencies meet the needs of their producers when it comes to rolling out and supporting new technologies. Their high double digit growth in adoption of these platforms shows the community that producers are ready and willing to make change,” said Dan Smith, President & CEO, Aplifi. “We are grateful to have them as a partner and are looking forward to another banner year with them.”

About Aplifi:
Aplifi (http://www.Aplifi.com), based in Pompano Beach, Florida, is a leading technology provider that focuses on the life insurance and financial services markets. Aplifi offers solutions that facilitate more insurance transactions that are compliant and “In Good Order,” driving increased business. Its suite of flexible and easy to use platforms include AFFIRM for Life, AFFIRM for Annuity, InsureSocket CRM, I-Relay CRM, and PolicyBox. “We Simplify Selling Insurance!”

About Levinson & Associates:
Levinson and Associates (http://www.carylevinson.com) Phone: 800.375.2279. Levinson and Associates is a National Insurance Marketing Company domiciled in Florida since 1972. As such, we specialize in the servicing of our field force, and the distribution of the most competitive products for term, universal life, whole life, simplified issue, annuities, and survivorship products. We are a full service marketing company equipped to help during the entire underwriting process. From our most inexpensive term, jumbo permanent products, or annuities, our administrative staff, with over 40 years of combined insurance experience, stands ready and very able to help with all your insurance needs.    

Media Contacts

Levinson & Associates
Bill Levinson
Managing Partner

Aplifi, Inc.
Roy Goodart
Senior Vice President Marketing
801-308-2095 ext. 706

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Roy Goodart
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