Orion Agent Reviews

“The Orion program was instrumental in ensuring that my Medicare Supplement clients have the appropriate Part D Drug plan. I know that when I refer them to URL, that they will get a fully researched and appropriate recommendation that will inform them as to premium costs and probable drug costs for the upcoming year.

In every interaction that I have had with Orion staff, they consistently go above and beyond the call of duty in not only ensuring that my clients have the right plan; but they have also, in every case, followed up to make sure the plan was implemented, and the client satisfied. URL is my first and only call when I need to help my Medicare clients enroll in the right plan.”

"There is no better feeling in the world than knowing that my clients trust me, even when their circumstances change. I cannot go with all of them when they leave PA, but I can refer them to a trusted colleague with Orion services who can help them wherever they go.

Being an agent partner with URL opens a lot of doors that might have otherwise closed, not only for me, but for my clients. Having the ability to refer them to someone I know takes a huge burden off their shoulders and gives me the peace of mind that they will be well cared for by a professional I trust."

"I use Orion Client Services to help clients from my existing book of business who are either over, or turning, age 65. I refer clients through Orion because of your knowledge, expertise, and changes with Medicare Advantage and Medicare Supplement markets. Health insurance for seniors can be very challenging, so it's nice to have an expert that can help. My clients really appreciate it. Thank you."

"Orion Client Services allow me to generate additional revenue with little work to provide the referral to URL. It's a nice option, especially when you don't have a carrier to meet the client's need, and don't want to go through the process of becoming appointed with another carrier.

Orion works well if you are too busy to properly handle a specific opportunity. It's also nice to know my referral is in good hands and they are taken care of timely and professionally."

“In my opinion Orion is URL's best kept secret. As an agent specializing in detailed retirement planning, many times our business sees an overflow of clients. In the past this would have been not only a waste of business, but a shot to our credibility as well. With Orion Client Services, we just simply hand our appointment with that client over and they take care of the rest. I like to think of Orion as the proverbial “sixth man” off the bench.

I've been doing business with URL for over 20 years. I love what they bring to my business, not only their expertise, but their willingness to collaborate for the best outcome of our clients. If you're an agent looking to grow your business, I highly recommend looking into how Orion can help you leverage and grow your business without any extra effort on your part.”

"The primary reason I use Orion Client Services is during the Medicare AEP. With over 1,300 Medicare households, I could no longer keep up with the demand for Part D reviews. This year I'm looking to refer hundreds of clients to lighten my workload. I have also referred some of my Medicare Supplement clients who were looking for Part D Plans which I don't represent, or living in states where I am not licensed.

URL has been very professional, and I have been pleased with the service they've provided my clients. I look forward to our ongoing partnership."

"In my opinion, Orion is 100% a 'win-win-win' program that I highly recommend to any producer. Although I started in the insurance business in 1994 primarily writing life insurance, I have since transitioned to mainly working with Medicare products. Thus, I am a little out of the loop in regards to current life insurance industry trends.

My relationship with URL allows me to comfortably recommend any clients that inquire about life insurance coverage to them. I know that URL will professionally handle these requests, and provide my clients with the best products and service available. That way I can remain focused on my Medicare business, while still receiving a referral fee for any life insurance business that URL writes. I have full confidence that they are taking excellent care of my clients."

“As an agent, the Orion referral program gave me the confidence to sell knowing that my clients will be taken care of beyond their expectations. I was well compensated just for handing URL the work! The Orion program added value and loyalty to my book of business.”

"Orion Client Services has been a great fit for our company. The process is simple, and it allows us to deliver on our promise to our clients of being a full-service insurance firm. Our clients view URL as being a part of our team, which gives us a truly professional image. We are relieved to rely on their expertise so that we can focus on our core product strengths and niches.

Orion has been very successful for client retention and increasing our firm's revenues. Best of all, the program has benefited our clients by providing them exceptional advice and value in a challenging area for most businesses and business owners."


Orion Agent Services

Orion Triangle Circle (You, your clients, and our people)

Upon your request, we work with your clients to determine their needs, and they receive our expert guidance to find the best policies and benefits. Orion helps you strengthen your relationships and adds value, while keeping your clients loyal to you. We are always available to answer questions or make changes and updates directly with the client, removing the administrative burden from you.

Add revenue and diversify your services

When we have satisfied your client's objectives, you'll receive compensation for generating the opportunity. This will vary by program and involvement, but you will know in advance what to expect.

Annuity and single premium life

Annuities & single premium life

We offer a wide range of financial solutions that can be tailored to match client specific requirements for income, wealth protection and transfer, as well as long-term care alternatives.
Employee Benefit Services

Employee benefits

In addition to health insurance, employee benefits through the workplace are more important than ever. We can assist with a wide array of policies, coverages, and payment strategies.
Health insurance

Health insurance

Health insurance is continually changing, but we can provide health plans that meet client needs, with affordable premiums for their employees and for themselves.
We are a Pennie certified broker
Life insurance

Life insurance

Term and permanent solutions for clients' personal and business needs through careful stewardship and clear communication.
Medicare

Medicare

We offer a wide variety of services to help you meet the growing demand of the Medicare eligible insurance market.


Orion Customer Reviews

"I cannot thank you enough for referring me to Holly Beshore to assist me with my Medicare enrollment and issues. Her expertise, guidance, capability and assistance have been unwavering, professional and proficient. I can’t imagine how I could have navigated this daunting task without her – I would have been lost and unprepared. Moreover, her continued availability and patience have been invaluable. I have asked if I could follow up with her, once I have heard from Med B, and she assured me that she would continue to be a source of information."

"URL really helps our small businesses figure out all the many facets to health insurance. Kelly Lucas and Justin Miller were so helpful to us as we explored the many Pennie options. They were very knowledgeable, patient and kind while we asked the MANY questions. We have been with URL for one year now and I’m excited to continue our relationship. Not only are the leaders great—but, Lauren from the administration team is awesome. She is personable, pleasant and is super helpful and willing to delight her customers. URL is a quality organization and we would highly recommend them."

"I wanted to thank you for all of your help with our life insurance journey. You made the process easy and painless. Your quick responses to all of my questions and patience with me screwing up my payment options was greatly appreciated!!! Thank you again!!"

“My husband and I met Kelly a few years ago before Covid. My husband always handled all of our healthcare info, but after he was diagnosed with Parkinson's and then a few years after that MSA a Parkinsonism, he realized he was not able to make the best decisions for us. Kelly came to our home and she showed us all our options and what was best. As my husband continued to need more meds, his needs for drug plans changed, Kelly took time to figure out what was best for us both each year.

After my husband past this year, I would reach out to her with many questions about certain healthcare things and I needed to make lots of changes due to all of our accounts were in both our names. She responded every time right away and always guided me through the process. From the first time I met Kelly I called her 'My new best friend'!!

Very grateful for her help and look forward to seeing her in fall.”

"Thank you so much. It was a very easy process!!"

“We first made contact with Kelly Lucas in 2020 because we were very concerned over the high rate we were paying for our Medicare Supplement Plan. Kelly took enough time to ascertain our needs and then outlined several options for us to consider. When we decided to change insurers, Kelly walked us through on-line enrollment in a program that saved me about 40% and my wife around 20% over our previous carrier.

Kelly was prompt in returning of our calls and answering our email questions. This year we received a note in the mail suggesting we call her to see if we were satisfied or wished to see any possible changes. Kelly is our 'go to' person on health insurance.”


Orion Customer Services

Annuity and single premium life

Annuities & single premium life

We offer a wide range of financial solutions that can be tailored to match client specific requirements for income, wealth protection and transfer, as well as long-term care alternatives.
Employee Benefit Services

Employee benefits

In addition to health insurance, employee benefits through the workplace are more important than ever. We can assist with a wide array of policies, coverages, and payment strategies.
Health insurance

Health insurance

Health insurance is continually changing, but we can provide health plans that meet client needs, with affordable premiums for their employees and for themselves.
We are a Pennie certified broker
Life insurance

Life insurance

Term and permanent solutions for clients' personal and business needs through careful stewardship and clear communication.
Medicare

Medicare

We offer a wide variety of services to help you meet the growing demand of the Medicare eligible insurance market.

Kelly Lucas
Kelly Lucas

Manager

717-323-2000

Send a message

Olivia Adkins
Olivia Adkins

Enrollment Specialist

717-323-2000

Send a message

Eric Colello
Eric Colello

Enrollment Specialist

717-323-2000

Send a message

Lindsey Landis
Lindsey Landis

Enrollment Specialist

717-323-2000

Send a message


URL team members posing with agents.

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