Get Your Winning Edge

Secure repeat business and increase your client experience with our partnership backed by our custom automation and AI technology.

Giving A Referral is no longer a one-way street! Click Below to Learn More!

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INNOVATING A NECESSARY RELATIONSHIP

By utilizing the latest Automation and AI technologies, we have revolutionized the old Lender/Insurance Agent relationship.  Old Lender/Agent relationships may have been verbally good, but they stopped, abruptly after the closing date, leaving the client in the dark.  Aside from lack of ongoing client experience, Lenders had no consistent way of referring to Agents built into their process.  Likewise, Insurance Agents had no way of using data and technology to help Lenders close the back door, saving a prior client’s new loan needs.   We have solved that problem by going beyond, and helping Lenders maintain their client relationships, and grow their businesses.

KEY BENEFITS OF PARTNERSHIP

HOW WE HELP

HOW IT WORKS

1

WE MAKE IT REAL SIMPLE

Submit your Client to us through your Custom Form

2

WE PROVIDE YOUR CLIENT WITH OUR BEST PROPOSAL

Along with an unforgettable experience and advice

3


YOU CLOSE WITHOUT THINKING ABOUT INSURANCE

Evidence of Insurance is sent correct and immediate.

4

OUR REAL VALUE KICKS OFF

We get to work for you! You close the back door and keep the business that you have already earned, get more referrals, get reviews that grow your business, create a client experience that makes you unforgettable.

WHY IS THIS RELATIONSHIP NECESSARY?

Lenders and the Insurance Agents are both under attack by direct markets (National Lender’s) and big partnerships (Insurance Companies). The presence of direct markets is going to increase, and big partnerships are getting stronger. The direct markets are continuously spending more on marketing, and big partnerships are sharing our client’s data, then using it against us to steal our client’s reoccurring business. This results in a significant loss of our income.

Direct markets and big partnerships are getting better at persuading the consumer that their service is easier, and will save them time and money. It’s very compelling, as we all want that, don’t we? But what’s missing? The very thing that creates the ability to save our clients time and money: Market Choice and Professional Advice. Combining Market Choice with Professional Advice is how clients discover our true value. A relationship built on trust, and reinforced over time, is where our reoccurring business and referrals are born.

By working together and combining effective technology, we change the direction that has been set for our demise. Now, we set our own direction and deliver an unforgettable client experience, creating relationships that grow over time. We keep the reoccurring business that we have already earned and enjoy abundant client referrals. Are you ready?

READY TO LEARN MORE?

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