We have over 25 years of experience with a primary focus on helping Property & Casualty agencies enhance and expand life insurance sales while strengthening the trust and loyalty of their clients. YOU are our client, but we know that your relationship with your client is paramount, so we stay laser-focused on helping you do what is best for them, always.
We use a solutions-based sales approach with an emphasis on maximizing contractual guarantees, whenever possible, and full disclosure when not, to help ensure truly successful, long-term client satisfaction!
Your Life Department is one of the top agency sales solutions we offer. We make it easy to add life insurance to your agency by doing all the heavy lifting for you. Through this service, you have access to our sales team and all our resources. We conduct the entire sales process, from the initial information gathering phase to the sales presentation, client agreement, policy issue, and delivery. The Life Department can help you grow your agency and increase client retention without having to commit more agency time or resources. We sell, and you get paid.
Agent Coaching Sessions are another popular service we offer to our agents. These are not boring, one-way webinars. They are interactive, individualized 45 to 60-minute video call sessions with a specialist helping you learn the basics of almost any life, disability, or long-term care insurance topic. Some of the most requested topics include: Conversation Starters That Fit for Your Clients, Business Planning-Key Person, Buy-Sell, Executive Bonus, Understanding and Explaining Indexed Universal Life Insurance, and How to Talk About Life/Long Term Care Hybrid Policies.
Lifelink is our proprietary, online AGENT OR CLIENT-FACING quotation and application solution. It allows any agency to compete with other online direct writers without commission cuts, higher premiums, or loss of control, while greatly simplifying the process for both you and your client. To learn more, schedule a call with our Lifelink specialist HERE.
-Shawn Jeanes, President