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