Advisor Case Submission

Submit a case.

Choose a line of business, send us the details, and our team places it. You stay the advisor of record and you're credited on the business.

You keep the client relationship. You're credited on the business. We handle carrier access, placement, and the back office.

What are you submitting?

Select a line of business to begin.

Your details

So we can credit the case to your office and keep you in the loop.

Life & Annuity details

Fixed and indexed products. Variable / securities-based cases route to our partner network.

If submitting an annuity

Variable and securities-based products are handled through our partner network — submit the case and we'll route it appropriately.

General Liability & Workers' Comp details

Tell us about the business and the risk.

We'll send a secure upload link for loss runs and payroll documents after you submit — please don't email them.

Group Health details

The census is the core input — we'll collect it securely after submission.

Census data is handled securely — we'll send a protected upload link after you submit. Please don't email census files.

Corporate Retirement — partnership network

A vetted partner specialist handles the plan. You stay the relationship.

This is a partnership and referral relationship. JF Insurance Partners does not provide investment advice, securities, or plan-specific recommendations through this channel.

By submitting, you confirm you have the client's permission to share these details.