SUNUP Insurance

The Sunup Advantage

Why should you invest in a franchise?

A partnership with Sunup Insurance provides access to competitive products, technology platforms and training that allow retail store-fronts to add insurance sales to their operations.

We are led by some of the world’s most successful insurance agents. Our experience enables us to share proven sales practices, as we assist our Franchisee partners in building a strong client base. With our support, qualified entrepreneurs can maximize their return-on-investment through new areas of expertise.

The question is: Why not invest in a franchise?

Training

Whether it is a quoting platform, a client resource management (CRM) system, or a mobile web app, we pride ourselves in being a cutting edge insurance marketing company. Time is one precious commodity we cannot waste. At Sunup, we constantly review and test the latest technology resources to add efficiency to your client service processes.

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Products

• Life insurance
• Health
• Medicare supplement
• Medicare advantage
• Disability
• Auto Homeowners’
• Liability
• Property and casualty
• And more

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Technology

Don’t reinvent the wheel. Take advantage of proven processes that have helped others rise to the top of the industry. Our methodology is rooted in comprehensive product knowledge so you can best serve each unique client and achieve your own success in return. Our training focuses on marketing your business to new and existing customers. We have processes that enable you to cross-sell insurance with other services – from real estate to tax preparation – while leveraging integrated relationship management.

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Mission

YOU: ON THE RISE

At Sunup Insurance Services, we start early each day to provide you with industry- best products, technology, and training. We tirelessly help you visualize what it takes to succeed in the insurance space.

We are motivated by the following core values:

• INTEGRITY
• HARD WORK
• COMMUNICATION
• INNOVATION
• FAMILY & FRIENDS
• HONOR, COMMITMENTS AND PROMISES

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History

More Than a Century

Sunup Insurance Services, Inc. was founded by Todd Swicegood,who had a highly successful career as a financial advisor, making the top leadership tier for a nationally branded brokerage firm year after year. He knew that connecting with people, and providing service was the key to building growth in a business. Many of his early client relationships were formed through an integrated partnership with other professionals, such as CPAs and Attorneys.

After 25 years in the retail space, he and his wife invested in retail tax offices. His experience enabled him to leverage those taxrelationships into insurance sales. In 2014, his personal efforts enabled him to be one of the top personal health insurance providers in his home state. After he was a partner and Chief Marketing & Sales Officer for another national franchising insurance firm, Todd created Sunup Insurance to provide the best partner in the insurance franchise industry.

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Leaders

Leading with Experience

The Sunup leadership team brings more than 100 years of success in marketing insurance services and meeting clients’ needs in the retail market. Each member has been carefully selected for their extreme ability to succeed in the marketplace.

This dedicated team:

• Consists of independent, successful financial agents who have ranked at the pinnacle of thousands of insurance agents.
• Has led multi-million-dollar national insurance and brokerage firms.
• Has represented the industry before Congress.

Has developed an experienced perspective to share with you, our future partners.

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