Our team of licensed sales producers works directly with your potential customers to bind new insurance policies.
Product Advisor Services:
Generate and respond to phone or electronic communications on behalf of our client carriers using an agreed upon set of scripts and procedures
Recommend proper coverages, and help guide customers through the insured portal, quote process and bind process
Secure signatures, down-payments and prior carrier notifications
Provide web quoting support and discuss coverage interpretation with potential customers within the underwriting guidelines set by our client carriers