I am primarily a P&C agent with a decent size book. Over the years I have inherited a couple of small books from older agents and those clients are aging. We do life, health insurance, group benefits and I have offered LTC for years. We started offering Medicare this year.
I haven't done much with FE except for offering MOO to my own family members. Lately it seems like my older clients are getting bad advice or just aren't getting helped. Agents I used to refer to have retired or changed focus and I think I want to offer more FE options in house. I want ease of doing business, P&C is complicated enough. I have 4 producers and we cover 5 states and I don't want to take away from what they are doing and bog them down. We aren't worried about buying leads. What are the best companies to offer? Who has the most streamlined processes?
Thanks
I haven't done much with FE except for offering MOO to my own family members. Lately it seems like my older clients are getting bad advice or just aren't getting helped. Agents I used to refer to have retired or changed focus and I think I want to offer more FE options in house. I want ease of doing business, P&C is complicated enough. I have 4 producers and we cover 5 states and I don't want to take away from what they are doing and bog them down. We aren't worried about buying leads. What are the best companies to offer? Who has the most streamlined processes?
Thanks