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.
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.
