CIRCLE MEMBER

Customer Service 800 - 291 - 0806

Toll-Free

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What comes with your Membership?

You already have comprehensive knowledge of many insurance products provided by different insurance companies and the experience to recognize and handle complex insurance needs. On behalf of your clients, you work directly with customers to help them obtain insurance, either directly from the insurance company. 

Do you already have an existing niche book of business? 

You have already established a brand and work as an individual benefits broker for quite some time and you need help with your back office? Do you have a website, logo, and reliable SEO in place?

That makes you a perfect fit for our circle membership package.
Tisch mit Laptop und Stuhl
Quoting Landing Page
 
  • We create and maintain your dedicated
    quoting landing page

  • getyourquotewith.us/yourcomanyname Domain,
    Hosting and SEO
    included

  • Branded front- and backend quoter 

Quoting
 
  • Quoting and Enrollment Tool 

  • CRM Tool  

  • Agent Back Office 

  • Quote and enroll in 4 nonresident states IFP / Small Group 2+  (you need to be licensed in those states)

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

Finanzbericht
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

Maschinenschreiben

Detailed Service Description