| |
1. Quick Assist – Professional services
for full client service from agent consultation through policy delivery.
- Full Service for the Client
- Licensed Agent Consultation and Guidance
- Quick Life handles all client communication
- 25 point automated email communication
- 25 point automated reminders and phone calls initiated
- Extreme Case Management including requirement chasing
- Policy proofing, preparation and delivery to client
- Quick Life Staff available by email and telephone
- Online, real time case status available to referring agent
- Revenue (commission) share or fee schedule available
|
|
2. Electronic Application – Trusted
advisor takes the application/Quick Life does the rest.
- Quick Life handles everything from “Submission to Commission.”
- Agent presents a completed online application form …Quick Life takes
it from there
- Quick Life handles all client communication
- 25 point automated email communication
- 25 point automated reminders and phone calls initiated
- Extreme Case Management including requirement chasing
- Policy proofing, preparation and delivery to client
- Quick Life Staff available by email and telephone
- Online, real time case status available to referring agent
- Agent maintains control and ownership of the client
- A higher share of the revenue goes to the agent
|
|
3. Toll Free Number
- Trusted advisor contacts the Quick Life “Term Desk” to discuss
a case.
- With a knowledgeable, licensed agent, the broker hears the possibilities with the
case and decides if they want to make it a referral or if they would like to complete
an Electronic Application.
|
|
|