Agent Friendly Portals

[goillini52]

I went with schnootzerdizzle

Damm! You tricked me!

Now that's funizzle NewBizzle!

 

[HoosierDaddy]

Travis makes fun of me about it when we are on vacation. He will say something like, "you been on the company websites already?". Of course I have been.

LOL... This is a true story.... I ask JD all the time when we vacation together about this. I barley get up in time to make it to breakfast, but JD has already been up and checked all the company sites and returned calls!?

JD is a FE Superhero!!! He walks the walk! Always making sure his money is stacking right, regardless what day it is, or wherever he may be on the planet. He keeps the carriers on their toes. He is very inspiring to me, and is a perfect example of good habits to imitate.

 

[peteybear]

Isn't Jd near age 60?As far as I've read Jd was with several outfits like LH and Efes from the late 2008's?So do you make any renewals from those previous firms?

 

[Newby]

Now that's funizzle NewBizzle!

He scamizzled my pawizzle!

 

[GAInsuranceGal]

I'm on every company website that I write every morning. 7 days a weeks. Except for the ones that I know that don't update on weekends.

I'm with you JD. I learned that from my mentor, AF. Every morning and during the day he is checking all the sites. It helps prevent a delay in getting paid. (Cha-Ching!)

As far as best agent portals, I like RNA. It has been the easiest for me to use. TA has been the worst for me. A pet peeve for me with TA is when they send you an email about NSFs. Their email never includes the policy holder's info, just the policy number. I then have to log into their agent site, copy and paste the policy number that was in the email into TA's Inforce Policy Search and then I can get the policy holder's phone number. Not user friendly at all. Their underwriters included.

 

[Jack B]

I'm with you JD. I learned that from my mentor, AF. Every morning and during the day he is checking all the sites. It helps prevent a delay in getting paid. (Cha-Ching!) As far as best agent portals, I like RNA. It has been the easiest for me to use. TA has been the worst for me. A pet peeve for me with TA is when they send you an email about NSFs. Their email never includes the policy holder's info, just the policy number. I then have to log into their agent site, copy and paste the policy number that was in the email into TA's Inforce Policy Search and then I can get the policy holder's phone number. Not user friendly at all. Their underwriters included.

I'm with you on being peeved on TA NSF emails, what I don't get is, it should be easy to fix.

 

[GAInsuranceGal]

So true, Jack B. Common sense ain't so common anymore.

 

[Rearden]

I'm with you on being peeved on TA NSF emails, what I don't get is, it should be easy to fix.

TA doesn't fix it because they don't have the IQ to power a moped around a penny.

 

[peteybear]

Yeah but the company has a lot of niches like blood thinner use over 2 yrs. I agree there huge company and there web site horrid but it's very easy to sell as there name recognition incredible.

 

[Rearden]

Yeah but the company has a lot of niches like blood thinner use over 2 yrs. I agree there huge company and there web site horrid but it's very easy to sell as there name recognition incredible.

I'd wager that "brand name recognition" matters about 1% of the time selling final expense products.

I find it makes more of a difference in the head of an agent versus the mindset of the prospect.

Prospects buy you first; then they buy your product second.

Plus, there are plenty of carriers that will fill TA's product niches:

-COPD: Assurity for non-smokers, Americo for smokers
-Heavyweights: Royal Neighbors, Aetna, Settlers Silver
-10-Pays: Settlers, Lafayette
-Direct Express Cards: Security National, Trinity/Family Benefit
-Screwy Scripts: United Heritage, Trinity.