Submit MyConcierge Case

In this video, learn how to submit a MyConcierge case.  MyConcierge is an optional service where you can submit a life insurance lead to the MyConcierge team and they  will act as the life insurance specialist in your office and call to the client and take them through the life insurance sales process from submission to commission.  You are the boss and can tell them how involved you want them to be.  They do participate on the case for half of the commission but that frees you up from the hassle of paperwork and scheduling exams and gets you back to selling.

 

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.

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Submitting a Life Application

Submit a Life Insurance Online

This short video walks you through how to submit a life insurance application online via the One E-system.  If you didn’t use the e-sign capable app, this is another option to submit your clients application.

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.

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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.

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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.

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