BADTROUT
Guru
Long story short. We would sell policies through Pinney Insurance and their website ezlifesales.com for years. Great service and great commission levels for what they did for us. Now they have gone and ruined things by turning what worked well into a web based CRM for life agents at $15 - $99 (used to get rating free) a month so we can develop a sales pipeline etc etc... We don't want that...
What we want is the following.
1. Multiple carrier quote engine
2. Simplified E-Application (beneficiary and demographic information only) so we can submit right when the customer says yes
3. Brokerage partner calls the proposed insured to do application interview
4. Brokerage partner schedules paramed with the insured
5. Brokerage partner electronically delivers policy (no action on our part necessary)
6. Brokerage partner sends weekly updates with outstanding requirements keeping us informed every step of the process
7. Carrier Pays us 75% to 125% commission depending on carrier.
All of the above was provided to us by Pinney Insurance.... SO looking to replace them.... ANy suggestions?
What we want is the following.
1. Multiple carrier quote engine
2. Simplified E-Application (beneficiary and demographic information only) so we can submit right when the customer says yes
3. Brokerage partner calls the proposed insured to do application interview
4. Brokerage partner schedules paramed with the insured
5. Brokerage partner electronically delivers policy (no action on our part necessary)
6. Brokerage partner sends weekly updates with outstanding requirements keeping us informed every step of the process
7. Carrier Pays us 75% to 125% commission depending on carrier.
All of the above was provided to us by Pinney Insurance.... SO looking to replace them.... ANy suggestions?