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Insurance Back to Wealth Management Whether insurance plays a small or a significant role in your practice, our full-service general agency can provide you with the expertise and resources you need to be successful. We offer:
Pre-sale support Our team of product specialists can provide you with unbiased consultative services, case design, and carrier selection. We can also design solutions for you using insurer-specific software supported by our own industry know-how. We can prequalify clients’ medical histories for you, and we’ll also “shop” your substandard cases. And our extensive research and monitoring of new products ensures that you stay up-to-date with marketing and sales materials. Case management Your dedicated Commonwealth case manager oversees and expedites applications all the way through the underwriting process. We take care of the details, including ordering exams and APSs—while you and your staff can track in real-time the status of paperwork with our advanced workflow engine. And our state-of-the-art forms engine eliminates time spent tracking down the paperwork you need. Education resources Our offerings include teleconferences on insurance sales strategies and market opportunities. An annual Wealth Management Symposium and National Conference, with sessions on using insurance to help position yourself as a wealth manager with clients and prospects. And field support resources offered in partnership with our core carriers to assist you at point of sale and to provide you with additional expertise. |
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