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.
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.