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


Indexed Annuity Leadership Council

When it comes to advising customers, education is a major part of the process. The IALC is here to help as your partner for educational information and tools on fixed indexed annuities (FIAs). We are dedicated to providing helpful and factual information on how FIAs can fit into a balanced financial plan.

Visit our website to learn more.

Resources
Americans' Top Retirement Fears
Smart Buyer Checklist
Fixed Indexed Annuities: The Basics
Minimize Risk and Maximize Peace of Mind
Educational Videos
Consumer Testimonials


URL team members posing with agents.

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