Product Offering
Having the right products to t 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
- Fixed 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
- nd have more time to sell.
- Advisor service center
- Contracting center
- In-house quoting services
- New business underwriting and processing center
- Supply ordering and fulllment center
- Lead ordering assistance
