Pre-filled Life Insurance Application

Pre-filled Life Insurance Application

Increase you office’s efficiency with pre-filled applications.  How many times do you have to fill out the same information on a life insurance application?  The client’s name?  Address and phone number?  Wouldn’t it be nice if there was a way to get pre-filled applications where you only need to input the client’s information once?  Using the One E-system, you now have that capability.  This short video will show you how to use this feature.

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

Share_With_Friends

How to Run A Quote in the OES

How to Run a Quote using the One E-system (OES)

In this video you will be shown how to use the OES to run a term life insurance or guaranteed universal life quote.  After the quote is run you can email the quote directly to your client using the OES.

 

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

Share_With_Friends

Run a Life Insurance Needs Analysis

Life Insurance Needs Analysis

Do you run a needs analysis or estimate the amount of life insurance your clients need?  If so, congratulations, you are helping your clients and distinguishing yourself from your competition.  The majority of agents skip over this part and don’t probe deeper when a client requests to buy life insurance.  Most people are under-insured and would benefit from higher coverage.  You don’t want to have to explain to the family after a death why the covered didn’t leave enough to cover the mortgage, college  or other debts since you were the expert that helped them.  This short video will walk you through how to use the One E-system to calculate the amount of coverage a client needs.  Take the extra few minutes and do right by you and your clients.

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

Share_With_Friends

How to Add a Customer into the One E-system

Add a Customer

In this short video I show you how to add a customer into your One E-system database.  This is the first step in the sales process.  The client information that you enter in this step will help when you move to the life insurance quoting stage and will also pre-fill the insurance application once you get to that step.

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

Share_With_Friends

%d bloggers like this: