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We built the agency we wish we'd joined.

We get inbound calls and we close those deals. No buying lead lists, no dialing outbound. Liberated Financial is a team of closers who make every call count.

Ben Levy

3+ years
in the insurance industry

Ben Levy

Founder of Liberated Financial, Managing Partner at Eterna Insurance Solutions

With over three years in the insurance industry, I've worked in captive environments and with multiple brokerages. Along the way, I saw what worked, what didn't, and what I wanted to do differently.

After years of 12-hour days, seven days a week, I knew there had to be a better way to succeed in this industry without giving up all of our time and freedom. That's why we built Liberated Financial around live inbound calls, so our agents spend less time chasing leads and more time helping clients and closing business.

We still work long days and believe in putting in the effort. We've just learned how to make those hours count.

Four rules. No exceptions.

  • Inbound onlyEvery lead asked about coverage first. You never call a stranger who didn't want to hear from you.
  • Your book comes backOur producer agreement has Eterna sell your book of business back to you for $0. It's how you build something that lasts.
  • Nothing hiddenYour policies, commissions and rank are live in the portal. You always know where you stand.
  • We win togetherDaily mindset, live training and a team chat where every deal gets posted and every win gets loud.

A day on the team

All times Eastern. Inbound phones run Monday through Friday, with optional Saturday call days.

WhenWhat
8:20Morning mindset. Start the day locked in, with Steve.
8:30IMO training and development. Sales, products, scripts, systems and closing.
9am–8pmPhones on. Take inbound calls and log every one.
Tue and Thu, 10:00Team calls. Bring your questions and your wins.
Fri, 8:30Weekly IMO meeting. The whole IMO, every Friday morning.
Eterna

Liberated Financial, powered by Eterna.

Eterna is the IMO behind us. It provides carrier contracts, inbound lead flow and the technology every agent runs on. Liberated is the team you'll grind with.

Sound like your people?

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