Company Background

Claremont Group was founded in 1989 as a marketing and business development service for insurance companies. Our initial clients led the way in using third party marketers to distribute annuities and life insurance through banking institutions.

As financial institutions began internalizing their sales programs, Claremont assisted clients in establishing and managing direct relationships with these newly-self-reliant financial institutions. The company has supported bank distribution for some of the leading life insurance companies in the country.

In 1994, Claremont began utilizing its track record with customers by developing a winning system for customer conservation. We renew and broaden customer acceptance of our clients' products through a professional, low-key approach to "orphaned" policyholders. Claremont perfected these conservation techniques and has become the nation’s leading resource in its field.

Since that time, this system, called "Conservation By Claremont™," has dramatically improved our clients' bottom lines and satisfied thousands of policyholders around the country.

Today, Claremont serves both insurance companies -- with its winning approach to customer conservation -- and financial institutions -- keeping some of the top financial instutions in the nation on the leading edge of advancements in alternative investments.

Claremont Group is here to help

Consolidation in the banking industry has created numerous blocks of orphaned policyholders. This has a dramatic impact on customers; many have genuine concerns about who will provide them service. That is why Claremont created a conservation program.

We start by working to re-establish the relationship between policyholder and insurer. Our staff of experienced professionals understands what customers are facing. We review the current policy, get to know the needs of the customer, and present product or service options that will help them meet those needs.

It's nice to know someone cares.

Claremont's highly skilled representatives take time to provide detailed information and ask the right questions when exploring each customer's options. Rather than stress and uncertainty, policyholders are empowered to make the right choice with confidence.

Claremont maintains a source of contact between insurance company and policyholder without the large fixed expense of a customer service team. Our dedicated staff combines years of experience with a clear understanding of each customer's stage of life.

This caring, knowledgeable approach to counseling results in customers knowing they have received sincere, expert advice and real value.

Claremont Group has a proven track record in successfully preserving customer relationships for our client carriers.

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