Sales Support
Product Recommendation:
With so many products available in the marketplace, we believe it is our responsibility to sort through all the details and provide you with a strategy that will best meet your client’s needs. Our sales team works with fixed and indexed products as well as tax-free retirement solutions. This enables them to quickly evaluate your situation and make a recommendation.
New & In-force Business:
Time is valuable when it comes to our agents. At Vertical Vision, we provide back office support to help producers achieve expedient turn around for new business as well as existing business.
Once you write a case, we review it for:
- Completeness: If additional information or requirements are needed, we follow up to obtain the information and provide it to the appropriate source.
- Expedient Processing: We follow the case to make sure that funds get to the insurance carrier as quickly as possible and confirm that the policy is issued.
- Suitability: Should questions arise, we provide the needed information to the insurance company regarding case structure.
Commissions & Licensing Support:
Our Director of Sales Operations ensures that commissions are processed and paid in a timely manner. If any issues arise, their team will identify the problem and bring it to resolution.
We process agent contracts and schedule follow ups on appointments directly with the insurance carrier. In addition, we act as a liaison to obtain agent information for and from the Insurance Carrier(s).
Our goal is to provide superior customer service to our agents so they can focus their time on writing cases… because our agents come first.
