We find that 20-25% of in-force life insurance policies contain opportunities to increase value for the client. Depending on the number of advisors in your MGA and the types of policies in their books, your production opportunity could be quite substantial.
Getting started is very simple. First, we will meet with you for an initial consultation. During this meeting, we will discuss the advisors you have, the make-up of policies, the CRM system you use currently, the process by which we work, and the initial data we need for our analysis. At this point, we will create a mutually beneficial timeline for preparation and implementation.