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