Product Offering

Having the right products to fit your client’s needs is essential to maintaining and expanding your business. For this reason we have strategically put together a premium collection of over 30 handpicked carriers across 15+ product lines.

  • Medicare Supplement
  • Medicare Advantage
  • Group Retiree Medical
  • PDP
  • Final Expense
  • Long Term Care
  • Short Term Care
  • Annuities
  • Life – Term, UL, IUL, SPWL
  • Hospital Indemnity
  • Cancer
  • Critical Illness
  • Accident
  • Disability
  • Dental
  • Limited Medical

Training & Education

Since your client’s needs are constantly changing, so should your solutions. We understand that

offering new products can be intimidating and confusing. For this reason we offer our GA’s:

  • Product and Sales Training – Live Workshops and Webinars – Basic to Advanced Courses
  • One-on-One Coaching
  • Insurance Advisors Sales Summit
  • Monthly Sales Workshops
  • Comprehensive Product Comparisons
  • Industry News and Updates
  • Sale Academy – Next Level Training!
  • Cross Selling Techniques
  • Top 12 Sales Ideas for Each New Year

Marketing Services

  • Business Card and Logo Assistance
  • Customized Marketing Materials
  • Website Creation
  • Social Media Tips
  • Pre-approach Letters
  • Over-sized Postcards
  • Newsletters
  • Door Hangers
  • Seminar Invitations

Sales Tools

In addition to our ongoing product and sales trainings, we realize having the right sales tools play a vital role in your sales success. We have created a selling system for all levels of experience. Consider a few of those options here:

  • Turn Key Selling Systems with full product presentations for
    • Medicare Supplement
    • Long Term Care
    • Final Expense
    • Limited Medical
    • Annuities
  • Package and cross selling techniques
  • Product comparisons charts
  • Tips from expert sales advisors

Lead Generation

A good lead program is essential to the growth and success of insurance specialists.

  • Seminar mailers
  • Carrier Sponsored lead programs
  • Discounted direct mail leads
  • Appointment setting
  • Web generated leads
  • Live transfer leads
  • No cost lead management system
  • Lead & Marketing co-op program
    • fully customizable by agent/agency, and product line

 

Technology

Visit our agent friendly, state of the art website to take advantage of various tools and support 24/7.

  • Videos
  • Recorded Webinars
  • Sales & Product tools
  • Carrier Resources
  • Online Quoting tool
  • Online GA contracting

Administration Services

Your time is valuable, leave those time consuming and cumbersome tasks to our experienced specialists and have more time to sell.

  • Advisor service center
  • Contracting center
  • In-house quoting services
  • New business underwriting and processing center
  • Supply ordering and fulfillment center
  • Lead ordering assistance