STANDARD BROKERAGE AGENT & AGENCY SERVICES
-
Services & support to assist Securus America associates in Final Expense, Mortgage Protection, IUL and Annuity marketplace penetration
-
VIP Mail drop preparation – to include: Data lists & preparation, printing services, postage, return lead processing and lead assignments through our exclusive online lead management system.
-
Access to the Securus America lead inventory
-
Access to the Securus America back office – training materials, forms, downloads, videos, etc.
-
Access to the Securus America Lead Management System – print your leads, sort your leads, search your inventory, centralize your leads
-
Access the industry’s top carriers through your relationship with Securus America
-
Webinars for the newbie to Securus America, for educational purposes which are hosted by our product specialists and topics presented by the carrier’s personnel
-
Enjoy superior back office support from our Home Office Team. A partnership with Securus America means that we become your back office personnel and are here to serve your production needs in every way…
-
Product support
-
Carrier procedures
-
Basic or complex case design specialists on hand
-
We are even here to assist you with illustrations and to provide clientsupport.
-
Awesome trips to exotic worldwide destinations which are easily earnedthrough reasonable production requirements which are established by our carriers
-
ADVANCED BROKERAGE AGENT & AGENCY SERVICES
(available at additional cost)
Recruiting resources to help assist you in building your agency
-
Live call transfer to you from interested agents
-
Email campaigns to licensed life insurance agents
-
Monster job board ads with your own inventory and admin access
-
Job board advertisement & distribution to Indeed, Simply Hired and many other job board aggregators through your own admin access
-
Your own personal landing pages can be created
Online Agency production tracking system
-
We would design and implement an online production data input for your office staff to enter the team’s production numbers in
-
Production numbers will display on a smart phone app or at a dedicated URL
-
Drill down to teams and individual agents
-
Enter customized periods of time to display production
-
Applications, premium, teams and agents can be displayed
-
Smart phone app for team included
Securus America Lead Management System Administrative Seat
-
Distribute your leads to your team
-
View your inventory
-
Unassign leads from one agent and deliver to another
-
Generate basic reports
-
Sort your inventory
-
Search your inventory
-
Many other functions