There are tremendous opportunities waiting within almost every advisor book... Are your advisors capitalizing on them?
We increase the production and efficiency of MGAs by providing their advisors with a managed flow of comprehensive leads. Unlike most companies, our leads do not require that advisors return to “cold” calling. Rather, we find opportunities to improve the policies of clients within their own book. This is done very cost effectively using our proprietary analysis and quoting comparison software. By focusing more of their time on servicing their own clients, they can take advantage of tremendous opportunities.
Revisiting and re-analyzing the policies in your advisor's books is no longer an obligation, it is an opportunity. We will provide your advisors with the tools necessary to enhance the value they are delivering to policyholders. This will vastly increase the production of your MGA and your advisors.
"Your advisor's in-force books of business are full of opportunities for you, your advisors, and your clients"-Helena Smeenk-Pritchard, Insurance Sales Coach and Industry Veteran