Where Licensed Professionals Build Smarter
Grow your business with scalable systems, high-retention benefits, and strategic tools designed for the modern insurance and benefits marketplace.
ABOUT US
Shaping What Comes Next
Callan & Associates helps brokers and licensed agents grow smarter. We pair modern benefits — like legal and ID protection — with automated systems that streamline sales, boost retention, and free up your time. No fluff. Just strategy, support, and real results.
OUR SERVICES
At Callan & Associates, we provide modern tools and revenue-ready programs that help licensed professionals do more with less.
Automations & AI Tools
Our expert consultants will collaborate with you to craft a benefits strategy that attracts top talent and aligns with your company's goals, ensuring your workforce is well taken care of while managing costs effectively.
Novel Products & Revenue Add-Ons
We bring licensed agents a suite of high-retention, low-barrier offerings that plug seamlessly into existing portfolios. These aren’t just add-ons — they’re differentiators your clients will remember.
Continuing Education
We’re building accredited CE courses designed for real-world producers — not textbook parrots. Our training blends compliance with strategy, helping licensed agents meet state requirements while gaining practical tools to grow their business. Launching soon in select states.
Compliance and Regulatory Guidance
We help agents navigate licensing, appointment, and product compliance across multiple states and product lines. From onboarding workflows to regulatory best practices, we make sure your business stays clean, clear, and audit-ready — so you can grow with confidence.
Our Values
At Callan & Associates we lead with honesty, speak plainly, and never present a choice that’s really just a sales funnel in disguise. Transparency means we don’t obscure tradeoffs - we lay them bare. Integrity means we won’t make promises the system can’t keep. If something doesn’t serve your goals, we’ll tell you. If it does, we’ll show you how - with clean numbers, clear terms, and no pressure.
We believe trust is built on clarity, and held in consistency.
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