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Supercharge Insurance Sales and Marketing with Software That Keeps Your Business Open All Day Long
The Insurance Online Referral Portal is a powerful collaboration between LSPN PRO and White Wing Insurance and is a part of the IMpowerED program.
Imagine supplementing your current sales with an array of high-demand insurance offerings, seamlessly integrated into
your existing platform.
With our partnership, you can effortlessly expand your portfolio to include Travel, Property & Casualty, Accident, and Health Insurance, all while maintaining your focus on what you do best.
This cutting-edge platform empowers you to build a bridge between your clientele and a comprehensive suite of insurance solutions. Whether you're an established agency or an aspiring agent, our Insurance Online Referral Portal empowers you to generate more leads, drive more sales, and become a true generalist broker.
Picture this: Your insurance online page becomes a one-stop destination, offering a broader spectrum of coverage options for your clients. Seamlessly integrate your WFG portal, provide unmatched value, and watch your business soar to new heights.
Don't limit yourself to the status quo. Embrace a future where you're not just an agent – you're a trusted advisor, offering a diverse range of insurance services tailored to your clients' needs.
Detailed Service Description
These services come only with
the IMpower program and is provided from
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Service for Group EnrollmentTogether with you, we run your enrollment communication Plan will be run by our Case Managers and certified Benefits Counselors providing education face-to-face, online as well Call Center during the enrollment.
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Auto-Responder/Drip Marketing ToolOur autoresponders works as a sequence of automated emails that are sent to your web leads, based on a trigger event. Once you’ve set an autoresponder up, it runs with virtually no maintenance.
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Professional Multi-Carrier Quoting & Enrollment Engine - Health Individual Family Plans (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
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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
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Activity Summary ReportsThis 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.
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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.
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LSPN AcademyWe believe in the power of continuous education. Therefore, we established the LSPN Academy, where we educate brokers weekly through online classes on products, tools, and sales skills. With the LSPN Academy, you will also have unlimited access to our webinar library.
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Access to Agent PortalThe 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.
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Customer Service ManagementManaging existing accounts can be a hassle. That's why we offer Customer Service Manager. You will have a dedicated, experienced Customer Service Manager to serve as a single point of contact for all your group business so that you can focus on sales. The Customer Service 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 Processing · Underwriting & Accounting
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Contracting AdministrationThe Contract management or contract administration will manage the contracts made with insurance carriers and vendors. We don't replace any existing relationship you may have in place with your WFG partnership. We adding new lines to your portfolio which you may have no access to. Our onboarding department will guide you 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.
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Commission ReportingStay up to date and automate your commissions, bonuses, draws, etc. with all the latest sales commissions 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 creates your compensation, and funds deposit plans with LSPN and WWIS.
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Team TrackingSet 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.
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