Agent Concierge Services
NexVision Financial Group strives to bring values and resources to help agents become more competent in growing their business. On top of the great product portfolios, top commissions, sales training and support, Co-Op leads program that are available to our agents, we offer the following concierge services:
- Recruiting Support: We will call and recruit your prospective agents for you. Prospect must know who you are or has agreed for us to give them a call about the opportunity.
- New Business Management: We will provide case updates by visiting each carrier’s website to view change reports, transfer status updates to you, and create a to-do list for you to tackle.
- Underwriting Support: We will shop and help you obtain better pricing and product availability for your clients. Reduce the number of decline coverages due to health concerns, dangerous hobbies, bad driving records, as well as other challenging hurdles. You will experience saving more time and getting your policies issued sooner.
- Client Financial Seminar: We will help you conduct presentations for your prospective clients in a workshop or webinar setting. You can set follow up appointments to close the sales.
- Client Referral Program: Get paid for referring life, annuity, health, auto, home, and business clients. We will cross-sell and service your clients on your behalf.