MULTI-LIFE PARTNERSHIP PROGRAM

“Great Support – Less Work – More Success”

Our AIM

Partner with brokers, agents, & BGA’s to assist them in increasing success of the rollouts, add comfort to the process, and increase commissions earned.

We’ve developed an enrollment process and support structure to do just that!

3 Levels at which we work with agents


Tier 1 – Brokerage Level

  • Pre-sale marketing
  • Case evaluation
  • Access to Multi-Life Marketing Group (MLMG) Training Program
  • Sale assist via phone conference
  • New hire enrollment kit produced

Tier 2 – Marketing & Call Center Support

  • Brokerage Level +
  • Custom marketing & execution support
  • Call center support
    – Answer questions
    – Drive buy-in
    – Drive buy-ups

Tier 3 – Full Service – Enrollment

  • Marketing & Call Center Support Level +
  • Enrollment support- On-Site enrollment- Online enrollments

What We Do?


Sales & Enrollment Management

We assist agents in the sales and enrollment process. Your relationships with our expertise, marketing, and enrollment processes makes an effective partnership.

Pre-Enrollment

Approach training and marketing piece

Sales assistance with decision maker

Establish implementation and communication plan

Customized marketing materials

Enrollment

Call Center support

Multi-faceted educational campaign

Webinars and meetings

Online enrollment

Follow-Through

All activity recorded with agent accessible CRM

New hire and re-enrollments

Post-enrollment reporting

Dedicated account management

Ongoing Administration & Support

We take on all the heavy lifting, which enables our clients to provide a high-quality benefit without investing significant time and resources.

Administration

Delivering high quality service and enrollments the way clients want, self-enrollments, online-assisted, or in-person enrollments.

Enrollment

Web-based education, on-demand videos, and 1-on-1 virtual consultations with salaried call center consultants.

Follow-Through

Security focused support protecting client’s confidential information.

Schedule A Meeting

New agent or current, schedule a call with Insurance Advisors to discuss your goals and how we can help.

Contact Us

Call us -(800) 471-7191 or send a message.

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