Does your company have an agent or advisor salesforce? Do you have licensed call center representatives? Would you like to retain assets, present your products and services to a warm lead, and add a relationship that was built on an old relationship? Now you can utilize your claims process as a revenue driver, increase efficiencies, and deliver a better customer and advisor experience!
Win/Win/Win – Beneficiary can maximize the claim amount by investing; Financial advisor has a new relationship to help; Company continues to deliver on the mission to help people with secured future.