NEW BUSINESSS PROCESSING
It's a Fact - 90% of new annuity business in the senior market are transfers- Transfers from banks, brokerage firms, insurance companies, etc. Unfortunately, producers can no longer rely on the carriers they submit business through to adequately ensure transfers are handled expeditiously. Quite often, too many transfers fall through the cracks. That's where we come in!
We have a team of people that focus on one thing: GET THE BUSINESS ISSUED AND PAID! They call themselves the detail department - any little detail that may have been missed or that the transferring company may use as an excuse to try and conserve business - they're on top of it! What does this mean to you? It means quicker response to any potential problems meanwhile, you're on the way to the next client and the next sale.
On a weekly basis, all producers will receive a status report via email, on all pending business submitted with our carriers. It's a detailed account of what happened over the course of the week with your business.
Effective Communication plays a large role in transferring funds successfully. Let us help you stay in touch with your clients, your business and your paperwork.
