STANDARD BROKERAGE AGENT & AGENCY SERVICES

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  • 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

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  • 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

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  • 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

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  • 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