Who We Serve
Partners
Keystone Advisors delivers top-notch BPO services to industry partners, helping them achieve their business goals more efficiently and promptly. We offer a premium, white-glove service experience to your clients. Whether you need support for a sales campaign or retention efforts, we’re here to assist.
Agencies
From sourcing top talent and nurturing their skills to negotiating partnerships with leading firms, managing promotional activities, ensuring regulatory compliance, and more, it often seems like the workload is endless. Discover how our back office support can give you more time to recruit agents and drive sales.
A message from CEO & Founder
Veronica Neal
Veronica Neal is a dynamic leader with over 30 years of experience in the health insurance industry, driven by a profound passion for helping others. As the founder of Keystone Advisors, she has built a successful, values-driven organization that emphasizes community service and empowerment, particularly for underserved populations in the Hispanic and Latino communities. Veronica’s commitment to women’s health is evident in her advocacy for access to vital services, as well as her efforts to support youth education and workforce development. A true philanthropist, she actively contributes to local initiatives and organizations, ensuring that those in need receive the care and support they deserve. Veronica also champions animal welfare, reflecting her belief in compassion for all beings. At Keystone Advisors, she fosters a culture of diversity, equity, and inclusion, creating a supportive environment where employees and clients feel valued. Recognized for her significant impact in the community, Veronica’s inspiring journey exemplifies the power of generosity and the importance of uplifting others in the pursuit of meaningful change.
Are you an insurance agent looking for ways to save time and grow your business?
We’ve got just the thing. Keystone Advisors helps independent Health and Life agents save time, retain more clients, and grow their business. Our experienced advisors have worked with hundreds of agents to help them reach their goals.
Partner with us and learn more. With Keystone Advisors, you can focus on what matters most and take your business to the next level.
