Unlike brokers, you work as an agent—captive and independent—and you do not have a fiduciary duty to your client. You haven’t established a brand or website for yourself and you need help with your back office. Your allegiance is more to the insurance company you contracted with and you can explain the policies of the insurance company you represent or present different options if they are working with a few different insurance companies, but it is ultimately up to your client to ensure that the insurance plans meet the needs of their business or personal situation.
That makes you a perfect fit for the family membership package.
What comes with your membership?
Quoting Landing Page
We create and maintain your dedicated quoting landing page
whitewinginsurance.com/yourname Domain, Hosting and SEO included
WWIS branded front-and backend quoter
Quoting and Enrollment Tool
Agent Back Office
Quote and enroll in your resident state IFP / Small Group 2+
Education & Ressources
Social Media Library
BOB Management Tool
24/7 access to your data from anywhere on any device
Unlimited, off-site storage & data backup
Serious security—HIPAA, bank-grade encryption,
& two-step verification
Free customer support
Agent commission statement access
Uncover missed commissions!
Create projections & compare actual vs.
Detailed Service Description
Service for Group Enrollment
Together with our enrollment partner ep6ix we run your enrollment communication Plan will be run by our Case Managers and certified Benefit Counselors providing education face-to-face, online as well Call Center during the enrollment. ep6ix utilize Ringless voicemail, texting apps, custom videos, scheduling tools.
Auto-Responder/Drip Marketing Tool
Professional Multi-Carrier Quoting & Enrollment Engine - IFP 1 +
Go paperless. Save time. Our proposal tool will help you create accurate, detailed, and attractive presentations for your recommendations. Plus, clients can enroll directly from your proposals with dynamically updated rates. Once you or your clients have selected the best options for their needs, clients can complete a single online application to enroll in multiple policies, even if they are from different carriers. Don’t worry: Even with this consolidated enrollment, your information will be included to ensure you get credit for every sale.* * not available for Medicare
Professional Multi-Carrier Quoting & Enrollment Engine - Small Group 2 +
"Go paperless. Save time. Our proposal tool will help you create accurate, detailed, and attractive presentations for your recommendations. Plus, clients can enroll directly from your proposals with dynamically updated rates. Once you or your clients have selected the best options for their needs, clients can complete a single online application to enroll in multiple policies, even if they are from different carriers. Don’t worry: Even with this consolidated enrollment, your information will be included to ensure you get credit for every sale.* * not available for Medicare
Professional Multi-Carrier Quoting & Enrollment Engine - Large group 99 +
Together with our GA partners Dickerson and ep6ix we help you to bring the deal to close with our out-of-the-box tool for consolidating health plan quoting and enrollments online directly through setup with best known benadmin platforms ready use. * not available for Medicare
Activity Summary Reports
This feature includes Policy, E-Mail and Commission Tracking. Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.
End-to-End Customer Relationship Manager (CRM)
Focus on what’s important. In fact, we’ll highlight it for you. Your CRM solution will help you track critical details in a rich activity timeline of your customer's activity. Know whom you’re competing against, what stage your deal is in, and what moves you need to make next to win. Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.
Leads Tracking and Routing
Route and assign leads to the right people. Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.
We believe in the power of continuous education. Therefore, we established the WWIS Academy, where we educate brokers weekly through online classes on products, tools, and sales skills. With the WWIS Academy, you will also have unlimited access to our webinar library.
Access to Agent Portal
The Agent portal is a pool of helpful information like SBC, Carrier App. Forms, Enrollment Kits, Census files, Webinars and many more. The Agent portal will be your go-to place with easy online access to a wide variety of topics that may help you practice and run your business.
Managing existing accounts can be a hassle. That's why we offer WWIS, Account Manager. You will have a dedicated, experienced Account Manager to serve as a single point of contact for all your group business so that you can focus on sales. The WWIS Account Management comes with the following services: · Executive summary of your client's coverage policies · In-Depth Premium & coverage comparisons · Detailed Loss Ratio Analysis · Reviewing requirements in your client's insurance contracts · Support of end-to-end processes for Agents and Brokers in P&C lines · Renewal · Sales Proccessing · Underwriting · Claims & Accounting
Weekly Team Meetings
The sum is greater than the parts Our weekly team meetings will be a crucial part of an overall strategic meeting rhythm that helps you grow your sales toward excellence. It is essential in executing your 90-day execution ready quarterly plan. Furthermore, we use the power of holding each other accountable. The objective of the weekly WWIS meeting is to report on the status of the business, identify any issues, discuss and solve them, and keep us accountable for ongoing actions.
WWIS Contract management or contract administration will manage the contracts made with insurance carriers and vendors. Our onboarding department will guide through contracting administration processes to negotiate, support, and manage contracts. We will be helping with negotiating the terms and conditions in contracts, ensuring compliance with the terms and conditions, and documenting and agreeing on any changes or amendments.
Stay up to date and automate your commissions, bonuses, draws, etc. with all the latest sales commission on your product sales. We help track for future reference and payouts. We offer a solid carrier sales commission structure/plan that provides you with a structure for reporting, serves to calculate commissions, and to create your compensation, funds deposits plans with WWIS.
Set up your team targeting hierarchy and create a hierarchy of teams that can be tracked in your organization to monitor activity. Route and assign leads to the right people. Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.