ADVISOR & AGENT RESOURCES

Information for agents and advisors we partner with:

 

DOWNLOADABLE FILES BELOW

PRODUCTS & SOLUTIONS

Our organization has access to all major group insurance carriers for medical, dental, vision, life insurance, disability insurance, and more. Please click the button below to download a flyer listing the types of products and services available.

PROCESS & TIMELINE

We’ve discovered the process necessary to produce consistent, timely, and superior results for our partners and clients.  Please click the link below to download a short document detailing our process and timeline.

Below you can download additional resources including email templates, agent of record change letter templates, voluntary product listing, and additional services and solutions provided document.

DOWNLOADABLE PARTNER RESOURCES

AGENT OF RECORD

When an agent is taking over the group benefits from another agent, many group benefits carriers require that the client complete an Agent of Record Change letter.  For your convenience, we’ve created a template that can be used to complete this process for most carriers. Click the button below now to download this Agent Of Record Template!

EXISTING CLIENT EMAIL

If you currently work with a client on an individual basis but know that they are a decision maker in an organization, making the introduction to group benefits may be difficult.  To simplify this process, we’ve created a template word document you can use as a guide for creating this email to send to an existing client.

PROSPECTIVE CLIENT EMAIL

Prospecting for new clients can be difficult. By offering group benefits, you now have the ability to prospect for clients who may have been uninterested in individual planning previously.  To allow you to easily introduce yourself and our team to a prospective client, we’ve created the email template downloadable below.

BENEFITS AVAILABLE

Recruitment and retention increase noticeably for organization that offer group benefits.  Please click the link below to download a list of benefits that clients may be able to offer to their employees.

SOLUTIONS & SERVICES

We provide a number of resources and solutions for our clients and their employees.  Please click the link below to download our Solutions and Services brochure.

ITEMS REQUIRED FOR QUOTE

In order to generate customized proposals, there are several items we need from the client.  Please click the button below to download the list of required documents.

CONNECT WITH AN AGENT