Less time on hold. More time connecting.
If you’ve written insurance in the past, you certainly have run into issues that delayed your ability to put a plan in place. The goal for our extensive back-office assistance is to minimize those delays and help every case flow as smoothly as possible. Spend less time on hold with insurance companies and more time connecting with your clients.
Also, with more than 30 insurance companies available, licensing can be cumbersome. We use software that allows us to contract you with any of these companies after filling out paperwork a single time. Then, our team tracks your licensing status with the state to make sure you are properly set to write any product — whether life, annuity or LTC. We also offer e-app capability with any of those same products.