Financial Support Sidekick

The Sidekick Advantage

Streamlining Financial, Life Health, and Investment Tasks

The Financial Support Sidekick provides expert assistance in preparing Life/Health proposals, submitting applications, and managing the entire process from submission to issuance. They also handle servicing requests, track underwriting, and manage claims for both Life/Health policies, letting your sales team focus on sales! Additionally, Financial Support Sidekicks assist with Investment Planning Services by processing rollovers, setting up new accounts, and coordinating annual reviews, allowing your agency to stay organized and efficient.

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The Sidekick Difference

Supercharge your business with a Financial Support Sidekick!

We believe in the impact a Financial Support Sidekick has on your business. Count on us to ensure your Financial Sidekick is licensed, well-trained, and ready to help!

Streamlined Proposal and Application Process

Your Financial Support Sidekick will efficiently prepare Life/Health proposals, submit applications, and manage the entire process, ensuring nothing falls through the cracks.

Comprehensive Service Management

Your Financial Support Sidekick handles all servicing requests, including beneficiary changes, premium adjustments, and policy updates, keeping your client records organized and up to date.

Ongoing Investment Planning Assistance

With expertise in Investment Planning Services, your Sidekick processes rollovers, sets up new accounts, and schedules annual reviews, helping your clients stay on track while you focus on growing your agency.

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The Part We’ll Play

Typical Financial Support Sidekick Responsibilities

While each agency’s needs are unique, all Financial Sidekicks are trained in core tasks essential to agency operations. We ensure they possess the up-to-date skills and expertise needed to deliver outstanding support to your office.

Proposal and Application Management

Your Financial Support Sidekick will prepare and submit Life/Health proposals, ensuring they are tailored to your clients’ needs, and will manage the entire application process—from submission to issuance—while providing timely reminders to complete necessary steps.

Servicing and Policy Updates

Your Financial Support Sidekick will efficiently handle servicing requests such as beneficiary changes, premium adjustments, and policy updates, ensuring all client records are kept accurate and up-to-date without burdening your team.

Investment Planning Support

Your Sidekick will take care of various service tasks, including those assigned by your in-house team. They will contact customers to gather needed information, update applications, and process policy changes, freeing up your office staff from routine service duties.

Our Sidekicks Are Your Strongest Support

Direct From Agents and Sidekicks

Our Sidekick takes a lot of work off of my team allowing them to spend more time selling! When I told my team, they were so excited to get the help!

More and more of the non customer facing service work to allow my in office service team members more face to face time with client. And while my sidekick is doing those things with clients, it is the more routine day to day things that might not produce more opportunities, so that does allow my in office team to focus on those more productive areas.

Even being an agent for 11 years, there are some things that I have even reached out to my Sidekick about that she has been able to answer that I didn’t know myself. She has been an essential part of the team and looking back at it I dont know how we did it with out her.

She has been an essential part of the team and looking back at it I dont know how we did it with out her. I have two new employees that didnt know how to make changes so the fact that she can go in and make changes has been wonderful with trying to get team up and trained faster.

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The Sidekick Advantage

Save Time and Resources

Our team delivers not only exceptional service, but exceptional Financial Support Sidekicks. We aim to create remote work opportunities while helping agencies streamline their administrative tasks. With a one-time, upfront setup cost and flexible pricing based on household count, you will save both time and money, maximizing your efficiency.

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Discover More About Financial Support Sidekicks

Whether you are ready to hire a Financial Support Sidekick or interested in joining our team, we would love to connect! Join our waitlist or apply below to become a part of the ARSidekicks family.

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Become A Financial Support Sidekick