G&A Company-Product Portfolio.pdf

Overall Services

• Local support
• Top commissions
• In-depth training opportunities
• Application scrubbing & forwarded to company same day
• Claims & billing assistance
• Co-op advertising program
• Periodic selling incentives (bonuses, trips)
• Up-to-date pre-packaged selling kits
• Licensing & contracting support
• New product alerts
• Personal assistance at point-of-sale

Individual Health Services

• Application scrubbing
• Pending status updates
• Claims & billing assistance
• Turning 65 & 19 reports
• Cancellation updates & reports

Group Health Services

• "Initial" rates quoted in-house same day
• Assist agents with sales & group presentations
• Access to status of employees, including additions, cancellations, plan designs, dependents
• Claims & billing assistance
• Access to multiple health & ancillary products/companies
• Group retention support

Group Quote Request form.pdf 

Long Term Care Services

• Underwriting pre-qualification/questions support
• Same day quoting for LTC & combo/hybrid products
• Assistance with plan design
• Weekly pending status updates
• Claims & billing assistance
• Provide support materials to assist with customer soliciting or closing sales
• Access to competitor product benefits
• Alternative options for decline cases
• Offer Long Term Care Professional (LTCP) designation courses
• In-office certified trainers for state Long Term Care Partnership Program

Life & Annuity Services

• Extensive list of companies to get best price, product & commission
• Agent sales assistance & training
• Same day client tailored proposals
• Advanced underwriting support
• Order parameds
• Instant online term life quotes
• Pending status tracking
• Inforce policy support (current interest rates & information)