We offer a one of a kind back office website which allows you to electronically complete contracting, run quotes, take e-applications, electronically deliver policies, access on-demand training webinars, and track all business including any down line agents.
Products
• Permanent
• Term / ROP
• Disability Income
• Accidental Death
• Critical Illness
• Linked / Living Benefits
• Long Term Care
• Simplified Issue / Non-Med
• Life Settlements
• Foreign Nationals
• Fixed Annuities
Practice Management
• Hierarchy Tracking Tool (View your down-line products in Real-Time)
• Discounted E&O + Continuing Education Credits
• Agency Automator CRM Platform
• Agency Automator + Recruiting Platform
Payout
• Direct from carrier
• Top of industry
Technology
• Full Back Office Support including agent resource website
• Real-Time Online Case Status updates
• Sell While you Sleep Platform (Sell products from your own website)
• Mobile Quoting App for Smartphones
• Exclusive E-applications, E-Requirement & E-Delivery with most carriers
• Online 24/7 Automated Underwriting Platform & In-House Impaired Risk Department
Lead Generation
• Exclusive Mortgage Lead Program (with reimbursement)
• Final Expense & Annuity Lead Program
• No-Cost Orphan Policyholder Lead Program
• Free Agent Website w/Quote Engine & Lead Capture Features
• Sell While you Sleep Platform (Sell products from your own website)
Training
• Weekly Training Webinars
• On-Demand Training Library
• Free Annual Agent Expo: Learn from Top VPs/Underwriters from the best carriers
Marketing Packages
• Exclusive College Scholarship Marketing Program
• Social Media Marketing Packages
• No-Cost Advanced Planning & Presentation Software
• Turn-Key Final Expense Marketing Platform Legacy Safeguard
• Indexed Universal Life Sales Software
• Exclusive Product Offerings & Exclusive Marketing Programs
• Exclusive E-applications, E-Requirement & E-Delivery with most carriers
Insurance companies we work with:
Contact Us
We look forward to a mutually prosperous relationship.
Thank you for your trust and confidence.