Is anything worse than making the sale and failing to get the policy issued? Let our team navigate the administrative maze and get your policies issued and placed!
Pre-Qualify: health buys long-term care solutions, money just pays the premium. Let us pre-screen your prospects and clients to minimize declines!
Sales Assist: need help opening, advancing or closing a sale? Connect us with your prospects and clients and we’ll be right there with you (virtually) assisting you in designing the right long-term care solutions!
Illustrations: don’t just quote, present illustrations that help your prospects and clients choose the right long-term care solution for their needs.
App Scrubbing: we’ll make sure you don’t lose time with applications that get kicked back by our insurance partners by scrubbing every application clean and ready for underwriting.
App Tracking: every application, every client, every time. We’ll stay on top of your applications in underwriting to ensure no requirement goes unfulfilled and eliminate unnecessary delays in getting policies issued.
Endless Training: our product, process, sales and marketing training is the best in the industry and it never, ever ends. Join us on the practice field so you can bring your “A” game to your prospects and clients.
Marketing Services: let us help you get your marketing on the right track and refer you to people who can help you execute your marketing programs!