I think agents would agree that taking care of their clients’ needs is the most important aspect of selling insurance.  Of course, the next is being compensated for that service.  To make the connection between procuring clients, and at the end of the process being compensated for the work performed, there are many activities that need to be accomplished.

You the agent, have a lot to do to convert a lead into a long-time client that will be part of your book of business for years to come.

This is where Lakeview Financial comes in.  Our easy process of submitting and handling life insurance cases can be of a real advantage to you.  And a time saver.  This allows you to do the real work of getting clients while we handle the rear office support.

I am talking about our InstaApp process. With just a little information on a 1 page application we can submit and let the carrier do the heavy lifting.  They will contact the client and get the balance of information needed for the full application.  They will then schedule the exam.  The agent will be setup to receive case status through the process and at time of underwriting completion, the policy can be issued via the ePolicy format.  Lastly there is no commission reduction associated with this program.

The success rate of InstaApp has been very high, as the industry is turning more towards these electronic application processes.  The InstaApp platform also features many different carriers and products.  Talk to a Lakeview representative today and see how InstaApp can free you to increase your life insurance business.

Written by: Tony Gallegos


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