Once the macro-opportunity of your MGA has been defined, the micro-level analyses are conducted to identify each individual policyholder's need. For each problem-policy, we provide a comprehensive policy analysis that includes a thorough explanation of their current policy status, objective reccomendations, and a quantitative analysis to cover the financial implications of each alternative. These are the two PDF outputs.
We will prioritize the comprehensive leads we present to your advisors based on urgency, total client-value improvement, and production opportunity. We want your advisors to approach their new leads in the most efficient and productive way possible. Therefore, we do all the work for them. Their only responsiblity is to do what they do best, meet with clients and provide world-class service for them.