Less time on hold. More time connecting.
If you've ever spent a day on hold, you certainly know the pains of putting your clients second. Let our operations team minimize those delays by finding you the answers you need, while giving you the freedom to continue with your day. Our goal is to help your cases run as smoothly as possible so you can spend less time on hold, and more time connecting with your clients.
Your Success is Our Success!
With more than 30 unique insurance companies available, we understand paperwork can get quite cumbersome. Our fast, friendly, and accurate case managers can help you each step of the way, from getting the forms you need, all the way to submitting the delivery receipt.
Along the life cycle of your application, we'll help with transferring company requirements, provide tracked shipping, and execute signature guarantees. Let us shorten the time it takes to get your client's policy issued—and get you paid.
You'll receive a dedicated case manager who can learn and adapt to your workflow and communication preferences. If you're a registered representative, we'll adapt to the rules and guidelines of your broker dealer.
We've made it easy. Advisors can access our online licensing and contracting with a link to SureLC on the Core Income website to get the initial contract set up. Once contracted, advisors can use the SureLC link on Core Connect to request additional carriers.
Ask About Our Life Insurance Process!
We want to meet you at your stage of the process. Our quick quotes let us take as many (or as few) details as you have on your clients' medical records and let us shop across the board for your client's best estimated rating—even before you go to your client! This process usually takes only 3-4 days.
If you have a more serious prospect who wants to secure a real offer, let our team run an informal. We'll pull your client's medical records, order parameds, and submit those to several of our best companies. The company will provide a formal offer before your client even applies, giving you the confidence you need to approach your clients with the best possible rating in the industry. This process is more detailed and can take 4-6 weeks, but delivers an actionable offer. For high-net-worth clients, this is often the information they need when deciding how best to proceed.