LIFE SALES TOOLS
The Carrier Matrix tool helps agencies and financial professionals quickly and efficiently identify the ideal carrier and product solutions based on each client’s unique needs.
LIFE SALES TOOLS
Conducting regular policy reviews is a great way to nurture prospects and provide existing clients with a value-added service that can help you uncover new sales opportunities. Each Life Policy Review Kit includes a guide, customizable client and prospect letters, sample phone scripts, and a policy review form.
LIFE SALES TOOLS
Asking your clients the right questions is one of the most effective ways to close more sales. Our Intake Form includes a comprehensive list of questions you can leverage during client meetings to help you peak client interest and close more cases.
LIFE SALES TOOLS
Agencies and financial professionals contracted with Brokers International have access to our innovative Quote Engines to run basic and complex life insurance strategies and solutions so clients can easily view and understand their options.
LIFE SALES TOOLS
Pare down the paperwork and speed up the process of writing life insurance business with our easy-to-use electronic life insurance application platforms. i-Go and WriteNow will help agencies and financial professionals save time and maximize efficiency so they can focus on growing their businesses. Applications submitted electronically issue up to seven days faster than a traditional paper application.
LIFE SALES RESOURCES
Access an entire library of agent and consumer-facing marketing materials to help you engage with your producers or your clients.
LIFE SALES RESOURCES
We have relationships with Life Settlement companies that can assist you in creating sales opportunities on your clients’ existing policies.
LIFE SALES RESOURCES
Constantly preparing advanced solutions to meet your clients’ retirement needs can be a daunting and time-consuming task for agencies and financial professionals. When you partner with Brokers International, you can put our Life Sales Support Team to work for you! With over 100 years of combined experience, our team is ready to help you craft innovative and tailored client solutions using industry insights, advanced market services, and specialized sales concepts to fulfill your clients’ life insurance needs.
LIFE SALES RESOURCES
The underwriting process is one of the most critical components to solidifying client confidence in your insurance solutions. When you bring your complex cases to Brokers International, our team will ensure your case is presented to the right insurance carriers to streamline your underwriting outcome so you can deliver the optimal client solution promptly.
LIFE SALES RESOURCES
LIFE SALES RESOURCES
Building holistic retirement solutions for your clients requires substantial expertise and experience. Our Life Sales Team has developed relationships with the industry’s top legal, tax, and financial professionals to deliver easy-to-understand insights, training, and information on topics such as Social Security, tax reform, and more. With this information at your fingertips, you’ll have the power to continuously expand your industry, product, and retirement planning knowledge to better serve your clients.
Differentiating yourself or your agency is one of the biggest hurdles in today’s competitive insurance marketplace. Through our strategic partnership, agencies and financial professionals contracted with Brokers International can access Stonewood Financial’s industry-leading platform to help agencies and financial professionals implement innovative tax savings strategies using Indexed Universal Life Insurance (IUL) to attract prospects, retain more clients, and differentiate their businesses.
Brokers International is a preferred partner of NIW. Agents contracted with us can access their services focused on guidance and support of traditional and small case premium finance.
Does your agency work with small business owners? We have a strategic partnership with Kalamath Consulting Group so agencies and financial professionals contracted with us can utilize their exit planning services to uncover new life insurance opportunities.