How to get a list of orphan policy holders?

[shooter]

Just curious if companies sale, or give orphan policy holders
names to agents.
Of course you would need to sale that companies products to them.
Could work for everyone involved.

Any one here done this are know how to do it?
Thanks,
Shooter

 

[shonceman]

Just curious if companies sale, or give orphan policy holders
names to agents.
Of course you would need to sale that companies products to them.
Could work for everyone involved.

Any one here done this are know how to do it?
Thanks,
Shooter

Who's your primary carrier? If you're a consistent writer for them, call the marketing or sales department and ask them. Also ask about lapsed orphans that you might be able to reinstate or rewrite.

 

[shooter]

Thanks for the idea.
I really don't have a primary company.
Maybe Penn Mutual.

I do mostly term and GuL.
I will ask them any way.
Can't hurt.

Shooter

 

[WinoBlues]

Thanks for the idea.
I really don't have a primary company.
Maybe Penn Mutual.

I do mostly term and GuL.
I will ask them any way.
Can't hurt.

Shooter

Are you direct with them? If so I would reach out to the Marketing people. Also the CS Manager. Have a plan that includes how it will benefit them.

If you have a IMO they may have more clout than you do. Now, whether they use it for you is a question.

I have done many many orphans. Great leads even if no immediate sale.

IMohsoHO