Together with you, we run your enrollment communication Plan will be run by our Case Managers and certified Benefits Counselors providing education face-to-face, online as well Call Center during the enrollment.

Our autoresponders works as a sequence of automated emails that are sent to your web leads, based on a trigger event. Once you’ve set an autoresponder up, it runs with virtually no maintenance.

Go paperless. Save time. Our proposal tool will help you create accurate, detailed, and attractive presentations for your recommendations. Plus, clients can enroll directly from your proposals with dynamically updated rates. Once you or your clients have selected the best options for their needs, clients can complete a single online application to enroll in multiple policies, even if they are from different carriers. Don’t worry: Even with this consolidated enrollment, your information will be included to ensure you get credit for every sale.* * not available for Medicare

"Go paperless. Save time. Our proposal tool will help you create accurate, detailed, and attractive presentations for your recommendations. Plus, clients can enroll directly from your proposals with dynamically updated rates. Once you or your clients have selected the best options for their needs, clients can complete a single online application to enroll in multiple policies, even if they are from different carriers. Don’t worry: Even with this consolidated enrollment, your information will be included to ensure you get credit for every sale.* * not available for Medicare

This feature includes Policy, E-Mail and Commission Tracking. Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.

Focus on what’s important. In fact, we’ll highlight it for you. Your CRM solution will help you track critical details in a rich activity timeline of your customer's activity. Know whom you’re competing against, what stage your deal is in, and what moves you need to make next to win. Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.

We believe in the power of continuous education. Therefore, we established the LSPN Academy, where we educate brokers weekly through online classes on products, tools, and sales skills. With the LSPN Academy, you will also have unlimited access to our webinar library.

The Agent portal is a pool of helpful information like SBC, Carrier App. Forms, Enrollment Kits, Census files, Webinars and many more. The Agent portal will be your go-to place with easy online access to a wide variety of topics that may help you practice and run your business.

Managing existing accounts can be a hassle. That's why we offer Customer Service Manager. You will have a dedicated, experienced Customer Service Manager to serve as a single point of contact for all your group business so that you can focus on sales. The Customer Service Management comes with the following services: · Executive summary of your client's coverage policies · In-Depth Premium & coverage comparisons · Detailed Loss Ratio Analysis · Reviewing requirements in your client's insurance contracts · Support of end-to-end processes for Agents and Brokers in P&C lines · Renewal · Sales Processing · Underwriting & Accounting

The Contract management or contract administration will manage the contracts made with insurance carriers and vendors. We don't replace any existing relationship you may have in place with your WFG partnership. We adding new lines to your portfolio which you may have no access to. Our onboarding department will guide you through contracting administration processes to negotiate, support, and manage contracts. We will be helping with negotiating the terms and conditions in contracts, ensuring compliance with the terms and conditions, and documenting and agreeing on any changes or amendments.

Stay up to date and automate your commissions, bonuses, draws, etc. with all the latest sales commissions on your product sales. We help track for future reference and payouts. We offer a solid carrier sales commission structure/plan that provides you with a structure for reporting, serves to calculate commissions, and creates your compensation, and funds deposit plans with LSPN and WWIS.

Set up your team targeting hierarchy and create a hierarchy of teams that can be tracked in your organization to monitor activity. Route and assign leads to the right people. Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.