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Life Insurance Agency Builders
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- Our Vision: We are transforming the life insurance industry with technology and business systems that create a frictionless experience for clients and provide cutting edge tools to our advisors.
- Our system includes targeted direct mail and digital content that goes out to homeowners.
- Those homeowners who are interested in what we offer will personally respond through an online link, scanning a QR code on the direct mail piece, or by calling in and requesting us to contact them and set a virtual appointment over zoom to review their options.
- There is no cold calling.
- Client Fulfillment: As a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to help them apply for the best plan for their needs.
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