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What comes with your Membership?

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.

Tisch mit Laptop und Stuhl
Quoting Landing Page
  • We create and maintain your dedicated
    quoting landing page

  • Domain,
    Hosting and SEO

  • WWIS branded front-and backend quoter

  • Quoting and Enrollment Tool 

  • CRM Tool  

  • Agent Back Office 

  • Quote and enroll in your resident state IFP /
    Small Group 2+

Klatschen Publikum
Education & Ressources
  • Webinar Library

  • Sales Academy

  • Social Media Library

  • Product Training

  • Enrollment Kits

  • Events

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.
    expected commission


Detailed Service Description

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