Mission & Vision

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Brokers’ Service Marketing Group is an Insurance Brokerage General Agency.

We put the client first and your success is our priority.

Our Mission

Every day we ….

 

  • Provide an extraordinary experience
  • Deliver solutions that exceed expectations
  • Create success
  • Do the good & right thing

…. for everyone.

Our Vision

We protect the future of families and businesses

 

Our innovation and passion will empower advisors and institutions to achieve transformational results for their clients.

History & CommitmentDedicated to building a world-class life insurance brokerage firm for advisors and institutions, David B. Lea, Jr. launched Brokers’ Service Marketing Group in 1972. For over 40 years, we have delivered uncompromising support and service to top producers in Life, Annuity, and Long Term Care Insurance.

 

Today, the company maintains a long-standing and well-earned reputation for excellence in providing exceptional guidance to financial service professionals and financial institutions. Our team of top industry professionals put your clients in the best viable position every time – ultimately, making your business more profitable.

What Makes BSMG truly unique ?

  • An in-house Estate Planning Attorney available for complex estate, business and retirement planning situations.
  • An in-house CPA – An important resource when dealing with financial underwriting considerations.
  • Access to two Home Office Underwriting experts with extensive experience in high-level risk assessment negotiation.
  • “Point-of-Sale Underwriting” where we work diligently to favorably differentiate each individual risk on the front end to ensure the more favorable outcomes and…Risk Differentiation.
  • A dedicated team of Case Management professionals to drive our advanced new business sales and communication follow up.
  • Expertise in process, technology, reporting, compliance, and compensation management.
  • Sophisticated technology solutions to make your job easier and make case processing more efficient and more profitable with ViveLearn More
  • Online contracting system that eliminates redundant paperwork. Get Contracted

A Culture of Excellence

Life Insurance BGA ExcellenceSince Brokers’ Service inception we have remained committed to cultivating a culture of service excellence through teamwork, positivity and fun. Our team provides individualistic support to our brokers, knowing that everyone on our team has the potential to positively change our business every single day.

 

Community Involvement:

BSMG strives to strengthen the communities in which we do business and help improve the quality of life for our neighbors. Recognized by Broker World Magazine for our premier producer engagement event that has been held for the last 15 years, raising over $1 million for two local charities. Some of our community enrichment efforts include:

  • The annual “BSMG Open” golf tournament, which has raised more than $1,000,000 for partner charities since 2002.
  • Our annual toy and clothing drive for Children’s Friend, Rhode Island’s oldest child welfare organization.
  • Employees working with Habitat for Humanity Providence to build affordable houses for low-income families.

 

Employee Enrichment:

Our team members are our most valued resource.  BSMG goes the extra mile to foster a team-oriented, family-like atmosphere that enables our employees to thrive both inside and outside the workplace.

BSMG has been recognized by Providence Business News as one of the Best Places to Work in 2006, 2008, 2014 and 2016.

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